A blueprint for maximizing the return on your CRM investment

Ensure all sales-focused team members are using it consistently.

Does this story sound familiar?

Your organization invested in a customer relationship management software and rolled it out to the entire organization. While marketing is leveraging it to manage campaigns, your member service reps and other sales-focused team members haven’t achieved the desired adoption. In fact, most of them are not using it at all.

You are stressed because significant time, resources and money have been invested in the software. Additionally, you know everyday loan opportunities are not being tracked or properly followed up on, leading to decreased member service levels.


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