Introduction

eBook: 5 Steps To Successful CRM Implementation

eBook: 5 Steps To Successful CRM Implementation

This short guide is designed to help you explore strategies for success in implementing CRM at your credit union.

You will find straightforward advice on 5 basic steps that your CRM implementation and champion team should follow in order to strategically plan for a successful CRM rollout.

CRM implementation starts with proper planning. Take the steps that will guarantee high adoption rates across your financial instituion.

Key insights:

  • Set clear, well-defined CRM strategic goals
  • Map out all the key member journeys
  • Document and evaluate business processes
  • Identify reporting and customization requirements
  • Develop a training plan and a user adoption strategy

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