This short guide is designed to help you explore strategies for success in implementing CRM at your credit union.
You will find straightforward advice on 5 basic steps that your CRM implementation and champion team should follow in order to strategically plan for a successful CRM rollout.
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.
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...
Doxim’s CRM system plays a vital role in our organizations day to day operations. The capabilities ensure our staff is able to provide excellent service to all of our members. The document generation feature enables staff to focus on the member rather than paperwork and the automation of the campaign manager helps managers get large amounts of task out quickly.
- Matt Hébert, Project Specialist
Doxim’s CRM solution is by far the best solution for a CRM system that PCCU could have hoped for. It offers power and flexibility beyond many competitors far above it’s price point and the support for their product is absolutely first rate. They take a very collaborative approach when it comes to developing the product and it truly is, in many respects, a solution for Credit Unions by Credit Unions.
- Jason Hunter, Manager of Retail Technology
We expect that the metrics we are gathering at present following the Doxim CRM implementations will continue to show increases in speed and efficiency and, most importantly, improvements in member satisfaction, loyalty, and increases in wallet share.