What is a Reverse CRM Demo?

This quick explainer video answers what a reverse CRM demo is, when it's useful, and how to do it successfully.

Posted in:

Let's keep in touch

Submit the form below to sign up for our mailing list. We'll only email you about upcoming webinars and events.

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
,
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.

CRM

Important Considerations for CRM Demos, Vendor Selection, and Partners

April 11, 2024

Once you have a comprehensive understanding of your CRM requirements, you can narrow your CRM vendors and partners and schedule your product demos. This clip from our webinar on CRM selection steps explains what to look for in a vendor and implementation partner, and how to keep your vendor aligned to YOUR needs during a demo. Watch the clip to learn!