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10 Keys to Success with CRM: Get Results with CRM at Your Financial Institution!

By Tony Rizzo

Screen Shot 2013-08-15 at 12.00.37 PMThere isn’t a single credit union in the world that wants to spend money for something and get nothing in return.

Is there a positive return (ROI) on Customer Relationship Management (CRM)? When your CRM goals, implementation, training and measurements are aligned, CRM’s promised benefits become real. How do you utilize CRM the right way? By knowing and mastering the ten key elements to CRM success.

Start by examining three areas in your CRM evolution:

1) Have you drawn up realistic, measurable CRM goals?

2) Has your CRM implementation been effectively planned and executed?

3) Are you able to measure CRM success and have you planned for future needs?


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