A customer relationship management (CRM) solution can offer your bank or credit union a host of benefits, including increased cross-sell, improved operational efficiency, and, most critically, improved member service and a better understanding of your members and their needs.
Conexus, Saskatchewan’s largest credit union, recognized that implementing a CRM solution across all branches and locations was essential to offering a consistently excellent member experience. But the Conexus team also knew that implementing a CRM solution successfully meant getting everything right – establishing the right requirements, staging the rollout properly, and ensuring their staff would adopt the new solution consistently. Recently, they sat down with a few of us at Doxim to share their story about Doxim CRM, and to tell us how they managed their CRM implementation successfully and experienced some great early benefits. You can read all about it in our new case study.