spot_img

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

Date:

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?

This content is for CU BUSINESS eMagazine , Special Deal: 2 websites , and NEW! The Leadership Team Builder Group Subscription members only.
Log In Register

Share post:

Popular

More like this
Related

Texas Trust Adds David Garza as Vice President of Marketing

ARLINGTON, Texas – Nov. 28, 2022 – Texas Trust Credit Union named...

Allegacy Federal Credit Union Welcomes Raj Madan As Chief Marketing Officer

  Winston-Salem, N.C, September 20, 2022 – Allegacy Federal Credit Union has...

Regina Pointer Named Marketing Growth Specialist for Center Parc Credit Union in Savannah

(SAVANNAH, Ga.) Aug. 25, 2022, Regina Pointer has been...