Uncover The 5 steps To
Successful CRM Implementation


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  • CRM implementation starts with proper planning. Take the steps that will guarantee high adoption rates across your financial instituion.

    Key Insights:
    Set clear, well-defined CRM strategic goals
    Map out all the key member journeys
    Document and evaluate business processes
    Identify reporting and customization requirements
    Develop a training plan and a user adoption strategy

Don't just take a word for it...