Omnichannel communications that maximize engagement

Before you get started on implementing CRM at your credit union, you’ll want to do a cross organizational readiness check. This is critical to make sure the project goes smoothly and delivers on its promise.
Operational Goals: Make sure you’ve clearly identified and communicated what the CRM solution will do for your credit union, and how it will support your broader member experience strategy....

Effective training leads to increased user adoption of your CRM tool, and contributes to overall program
success.
Here are seven quick suggestions to make sure your training program hits the mark:

Your CRM roadmap should help everyone understand where the organization is headed with CRM adoption and why. In order for it to be effective, you will need to get everyone to participate in its development at some stage and get everyone on board.
Here are some basic steps to ensure a successful CRM roadmap:...

You just stepped into the elevator with the VP of Operations. The executive is complaining about another
late night trying to troubleshoot an in-branch service problem. One that results from legacy systems and
too many manual processes that directly impact the ability to deliver superior member service....