6 CRM Best Practices for Small Businesses

This video gives six ways to make the most out of your CRM investment.

Posted in:

,

Let’s Talk About Your Next Project

Liked what you saw? Fill out the form to start a conversation about your goals and how we can help bring them to life.

Related Videos

CRM

Tips for Phasing Your CRM Implementation

August 29, 2024

In this clip from our webinar on successful CRM implementation, we explain why a phased approach is so important and highlight three ways you can structure those phases.

CRM

How to Ensure a Successful CRM Implementation

August 29, 2024

When it comes to CRM implementation, everything leads to risk. Minimizing this risk is the key to a successful outcome! In this webinar, we explain how to avoid risk, how to create a Minimal Viable Product (MVP), and different strategies for figuring out your user stories. Check it out!

Banking
,
CRM
,
Creatio

Use Cases for Integrating CRM with Core Banking

June 7, 2024

In this clip from our webinar on Harnessing CRM-Core integration, we explain the main use cases for integrating these systems and highlight a real-world case study from one of our customers. Watch this short clip to learn more!

Banking
,
Creatio
,
Best Practices

Harnessing CRM-Core Integration to Optimize Efficiency [FULL RECORDING]

June 6, 2024

Banks and credit unions rely on their core for essential banking functions, but to enable personalized banking experiences and gain a unified view of customer interactions, institutions must integrate their core with their CRM. This webinar explains the key preparations necessary for banks and credit unions to have successful CRM and Core integration projects.

Banking
,
Creatio
,
CRM

Consumers Credit Union Boosts Member Satisfaction with Creatio CRM

June 3, 2024

Before Creatio, Consumers Credit Union didn’t have a CRM. Their members were frustrated by long wait times, and their staff was frustrated by having to jump between systems to learn basic member information. All of this was hurting their KPIs.

TAI integrated CCU’s core system, their consumer LOS, credit platform, and other systems with their new CRM, Creatio. Consumers Credit Union continues to grow into their CRM processes. Their members are seeing better service, and their employees are solving member problems with less frustration. CCU plans to continue their relationship with Technology Advisors, Inc. and Creatio.