SugarCRM Mobile Proximity Tools for Commercial Lending

A regional banking client wanted to help their commercial lending business development representatives be more effective when traveling out of the office.

UpCurve Cloud proposed to enhance SugarCRM’s Mobile Client with the capability to point out which customers or prospective customers were close to another customer.

Building on existing mapping development capability, UpCurve Cloud was able to add this ability to enable a user to look up any account in Sugar Mobile and then see which other accounts were closest in proximity. As a result, the business development team is more effective and can have more face to face meetings in the field using this new planning tool.

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