Kasasa

dublcomma

By using Sugar to improve our forecasting, we closed a three-month gap in reporting and refined revenue projections

Thomas Shields, Vice President and Operations General Manager, Kasasa

Company-wide Collaboration with Operational Ability to Scale

Succeeding in Challenging MegaBanks with Customer Intelligence

BancVue-min
Kasasa (formerly BancVue) is the leader in branded, community-powered banking products that help local banks and credit unions thrive in the competitive banking industry. The company empowers clients to reclaim market share from industry giants through innovative products, world-class marketing, community engagement, and access to indispensable resources, including training, compliance, data analysis, and consulting. Kasasa consistently ranks among American Banker’s FinTech 100 and, in 2011, Ernst & Young named the company’s Chairman and its CEO joint Entrepreneurs of the Year.

Challenge

  • Needed a company-wide platform that would be used to manage all prospect and customer interactions — from sales through operations and support
  • User adoption was key, and required the CRM system to be easier and more efficient to use than the legacy applications
  • Activity tracking by Sales Rep was required to optimize each sales cycle

Solution

  • SugarCRM Professional
  • Data migration from multiple sources to SugarCRM
  • Data connectors enabled for prospecting new leads
  • Multi-tier contracts and products structure built into SugarCRM to organize post-sale data and documents
  • Custom batch process developed to aggregate activity data by Sales Rep and present in custom SugarCRM reports.

Results

  • Kasasa (formerly BancVue) successfully rolled out SugarCRM in 2009
  • Levementum continues to provide ongoing support services for new features for enriching the application.