Private US Bank - CRM - Commercial Lending
Key Success ReasonAppcino’s investment in ready to use CRM gave the customer a head start and provided the right scale, quality, and saved implementation cost.
Impact & Solution
- Words from CIO “Our commercial loan team identified the need to implement a CRM tool to support the sales process. They reviewed several tools that are available in the market and decided they were too complex and didn’t align with the sales process. We worked with Appcino to implement this CRM application that now successfully supports our sales tracking, pipeline reporting, relationship management, and needs identification requirements.”