Case Study: Bank of Marin improves relationship management and sales accountability with W-Systems and Sugar

Sugar Powers Expert Lead Management System (ELMS) For Bank Of Marin

Bank of Marin, a premium provider of financial services in northern California, needed a better way to manage long banking sales cycles, track leads and opportunities, and capture customer interactions across teams. The bank’s existing core processing extension lacked key CRM capabilities like calendaring, note taking, and a unified view of customers with multiple accounts, so it turned to W-Systems for help.

W-Systems implemented the Expert Lead Management System (ELMS) on the Sugar platform, giving Bank of Marin a flexible, banking-specific system for relationship management, prospecting, and sales accountability. The solution improved communication, eliminated information silos, increased visibility into customer relationships, and made it easier to track campaigns and commission credit; it also reduced training time, since a mixed group of users could learn the system in about two hours.

Bank of Marin

Peter Pelham

Executive Vice President