Microsoft Dynamics CRM for Credit Unions

Learn about how the solution is designed to provide your business with a 360-degree view of each member including operational control over Sales, Service, Marketing, and Social Engagement Insights. Credit Unions need to be proactive with their marketing. To find new customers, build relationships, and sell more, you need to better understand your clientele. This begins with a single view of your members, which will allow you to to grow your Wallet Share, by offering targeted products and services. This webinar will give you insight into how Credit Unions can generate leads and create targeted marketing campaigns. You will also learn to turn your newest members into loyal advocates by onboarding them using sophisticated marketing strategies. Other topics include: – 360-Degree Contact View & Pipeline Management – Understand your member's portfolio and forecast renewals. – Member Management & Marketing Automation – Never let leads fall through the cracks with integrated online forms and live chat. Automate customer onboarding & other customer journeys. – Dynamics Omni Chat for Credit Unions – Automate your customer service with our ChatBot (Penny) and never miss a chance to help your customers – Strategies to improve Wallet Share – Increase the footprint of your existing customer base with targeted messaging and campaigns – Performance reports and dashboards – Improve decision making and efficiency within an organization The session will help you understand the value of the solution as a powerful, proven business solution that will provide you with a positive return on investment, without having to empty your pockets. https://www.youtube.com/watch?v=BUfdG4T7cEs