Case Study: Public Agency Retirement Services (PARS) achieves 60% revenue growth and streamlined operations with Sage CRM

Public Agency Retirement Services (PARS) - Customer Case Study

Public Agency Retirement Services (PARS) is a U.S.-based provider of financial products and services for public agencies, primarily in California. Rapid growth and changing regulatory requirements strained cross-department communications and left the company unable to access timely, accurate reports or a unified view of customers and plans.

PARS implemented Sage as a centralized CRM to track prospects, clients and compliance of enacted plans, adding custom fields and integrating it across the business. Web access for field staff improved productivity, reporting time dropped from weeks to hours, and the company achieved about 60% revenue growth over four years along with significantly better visibility and operational efficiency.

Public Agency Retirement Services (PARS)

Karen Zfaty

Director of Marketing Information Systems