Case Study: Puente achieves improved sales and customer service—doubling email campaigns and accelerating lead conversion with SugarCRM

Puente Improves Sales and Customer Service with Sugar Solution Delivered By GrowIT

Puente, a Buenos Aires–based financial services firm founded in 1915 with 30,000 active customers, faced fragmented customer data across multiple systems: sales emails lived only in individual inboxes, lead and transactional data were siloed, and the company needed a secure, shared way to organize customer information and integrate CRM with its trading systems as it scaled.

GrowIT implemented SugarCRM Professional with modules for accounts, leads/opportunities, email marketing and integrations to Outlook, backend trading systems and document scanners, deploying in five months. Custom segmentation and indexing tools drove faster, more targeted outreach—email campaign volume doubled, lead-to-customer conversion fell from two days to seconds, targeted list creation time dropped 80%, initial service response improved 30%, and user adoption and executive mobile access increased.

Puente

Sebastian Blaustein

IT Manager