Case Study: Mediocredito Trentino Alto Adige achieves client-data-as-a-business-asset and increased customer retention with SugarCRM

Mediocredito Trentino Alto Adige Bank Makes Client Data a Business Asset with SugarCRM

Mediocredito Trentino Alto Adige, a Trento‑based corporate and investment bank and leader in Italian factoring, lacked a unified way to manage customer information and track prospect interactions. With customer touchpoints scattered across consultants, the bank had poor visibility into client behaviour and needed a solution to share data company‑wide, streamline the sales cycle and improve commercial offers.

Working with SugarCRM Elite Partner OpenSymbol, Mediocredito implemented Sugar Professional and the Sugar Mobile App to give staff on‑the‑go access to customer records. The CRM delivered a complete view of clients, enabled knowledge sharing across the bank, strengthened relationships, improved customer retention and made it possible to track opportunities and refine the commercial approach.

Mediocredito Trentino Alto Adige

Franca Belli

Marketing Manager (CRM) and External Relations