Case Study: Public Agency Retirement Services (PARS) achieves doubled revenue and faster reporting with Sage CRM

PARS realizes significant growth with Sage CRM

Public Agency Retirement Services (PARS), a California-based provider of tailored retirement plans for public agencies, supports 600 clients with 1,300 plans covering 250,000 employees and retirees. PARS struggled with an outdated, non-relational system that made searching and reporting slow and limited its ability to track prospects, manage clients and monitor plan compliance—hampering sales opportunity management and operational efficiency.

With a local Sage partner, PARS deployed a customized Sage CRM (50 licenses) as a single, web-accessible repository with mobile access, custom fields and integrated workflows. The solution streamlined reporting and compliance tracking, boosted sales productivity through location-based planning, saved significant administrative time—and contributed to PARS doubling its revenue over six years.

Public Agency Retirement Services (PARS)

Karen Zfaty

Director of Marketing Information Systems