BancVue has a complex account management infrastructure with a diverse set of teams that maintain a strong commitment to the highest level of customer service. As a result, its teams must have a consistent definition and status of its customers at all times to communicate efficiently and effectively.

The problem was that data management processes were inefficient, unreliable and did not support BancVue's ability to track the full lineage of its customers or develop analytics and workflow to support a fluid process. They were finding it difficult to maintain a high-level of customer service as employees had to search for account data that should be at their fingertips.

Read this case study to learn how BancVue utilized Sugar Professional to optimize their customer’s business models and extend the base model contract module for improved contract management. Continue reading to learn how BancVue is winning the war against the big banks with the help of Sugar Professional.