Case Study: quirion boosts customer service and marketing collaboration and automates personalised mail campaigns with SugarCRM (Sugar Market)

How Sugar Market Boosted Collaboration of a Leading German Robo Advisors’ Customer Service and Marketing Functions

quirion, a Berlin-based robo-advisor founded in 2013 that manages about 30,000 customers and over €700 million in assets, needed to automate and personalize email campaigns to reduce customer information overload and increase up- and cross-sell conversions. The company required CRM plus marketing automation capabilities, strong segmentation and personalization, and smooth integration with its existing data warehouse to align customer service and marketing teams.

quirion implemented SugarCRM and Sugar Market with integration support from Insignio, using a hybrid stack and an MVP approach. The solution enabled event-triggered, personalized email campaigns, improved transparency and collaboration between marketing and customer service, and delivered actionable campaign insights—positioning quirion to extend use cases, consolidate technologies, and enhance marketing return on investment.

quirion

Christin Nagel

Product Manager