Uncover the 5 critical steps
to CRM planning success

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  • CRM implementation starts with proper planning. It’s time to take the steps that will guarantee high adoption rates across your credit union.

    Key Insights:
    854ec64c-arrow_00g00f00g00f000000.png How to select the right CRM champions throughout your organization
    854ec64c-arrow_00g00f00g00f000000.png What sort of training plan will work best for your credit union
    854ec64c-arrow_00g00f00g00f000000.png How identifying KPIs early can help you plan the most effective CRM rollout

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