Case Study: Bank of Marin achieves streamlined lead management and increased sales accountability with SugarCRM

SugarCRM Powers Expert Lead Management System for Bank of Marin

Bank of Marin, a community and business bank in Northern California, needed a way to manage long sales cycles, capture interaction history, and give staff a unified view of customers after its core banking extension proved inadequate (no calendar, notes, or consolidated account view). Leadership wanted a shared, easy-to-use system that would record activities across relationship managers and survive staff turnover.

Working with Expert Business Development, the bank deployed the Expert Lead Management System (ELMS) built on SugarCRM. ELMS delivered fast user adoption, Outlook integration, campaign management and centralized customer data, boosting sales accountability, interdepartmental communication, prospecting efficiency and consistent relationship management—while enabling ongoing enhancements to meet evolving needs.

Bank of Marin

Peter Pelham

Executive Vice President