Case Study: Puente achieves faster sales, improved customer service and global regulatory compliance with SugarCRM

Puente Banks on Sales Efficiency, Global Compliance

Puente is a leading Latin American investment bank (founded 1915, headquartered in Buenos Aires with offices across the region) serving governments, institutions, corporates and individual investors on a 24/7 global clock. The firm struggled with fragmented sales processes across time zones, varying regulatory requirements, high information‑security needs and slow customer service—making it hard to close more deals, share data across countries and meet compliance obligations.

Puente deployed Sugar Professional on‑site (rolled out to 100% of sales/marketing and 50% of support) with GrowIT, integrating its trading platform, Asterisk and Gmail and automating compliance and document workflows. The CRM delivered measurable gains: five years of double‑digit sales growth, a 33% shorter sales cycle, 50% faster customer response times, a 50% increase in email open rates, faster ticket closure and more than 350 hours saved annually.

Puente

Diego Yatchesen

CIO