How to Plan a Successful CRM Project: Doxim Quick Guide for Community Banks
Start your CRM project off right with straightforward advice on some of the basic steps to follow to build buy-in and rally the organization!
From recruiting CRM champions to identifying operational goals, this eBook outlines the key phases of CRM planning, and how to make sure nothing gets missed.
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 community bank.
How to select the right CRM champions throughout your organization
What sort of training plan will work best for your community bank
How identifying KPIs early can help you plan the most effective CRM rollout
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.