Help your CRM thrive with a diet of better data
By Whitney Loe, Ignite Sales
Considering an investment in a customer relationship management (CRM) technology at your credit union? Smart choice! CRMs can be an invaluable tool that allows you to tap into member and prospect data and ensures you’re reaching out at the right time and with the right message.
But don’t miss that “can be.”
It’s easy to get excited about the benefits of a CRM. After all, the promise of a comprehensive, 360-degree view of your members is tantalizing. But too often, credit unions invest in CRM and don’t see the benefits they expected.
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