Clean & Organized Data Starts with CRM
A CRM platform can cure many ills but finding the right one for your credit union can be tricky. We aim to make it a whole lot easier.
These are some of the biggest challenges we hear from CIOs like you when it comes to their existing systems and adding new software to their stack:
- Unable to bring all systems together under one view including the core.
- Making data actionable for all departments and keeping the data organized and clean.
- Communication is difficult across teams and across the organization.
- The IT team is stretched thin with too many data requests and too much time spent being the middleman, forcing your own task list to take a back seat.
- Challenging onboarding process.
- We’re miles away from automated and optimized workflows with our current systems.
- Compliance, risk, and security with WFH environments.
Having a CRM system can solve for many of these concerns. But there’s a lot of info out there about what a CRM is supposed to be and what it’s not supposed to be, so let’s get down to brass tacks.
Customer Relationship Management (CRM) platforms help manage member data. Think of a CRM as the brain that keeps member details up-to-date and tracks interactions, thereby helping you to improve relationships with your members.
Ideally, CRMs should support sales management, deliver actionable insights, integrate various systems, and facilitate communication across an organization’s teams.
But here’s the thing… Not all CRMs are created equally. We’re the CRM built specifically for credit unions.
Promise we’re not all serious all the time. Watch our In the Wild explainer video for a cheeky look at what we do.
We’re Committed to CUs Every Step of the Way
At CRMNEXT, we’re committed to Credit Unions. We exist to help organizations like yours simplify work, drive growth, and deliver on experience. That’s our brand promise to you.
Like you, we’re all about people helping people. We believe in two-way partnership and one that isn’t a hand-off where value is no longer seen. We stand by our partners every step of the way. And that journey? It starts now.
Let us walk you through how we can get you up and running on our platform with ease, uniting your applications all in one hub and providing solutions to the headaches you’ve been dealing with daily.
It’s not just lip service with us… We’ve recently partnered with CUSO CU Sol on their CU SAFE initiative, which aims to provide lending options, as well as credit and financial counseling, to domestic violence survivors. Want to learn more? Check out this one-pager.
Our brand promise is to help you simplify work, drive growth, and deliver on experience. But what does that actually mean? So glad you asked…
Thanks to complete integration of core and all other systems, we help you eliminate screen-hopping, automate tasks, auto-populate forms, organize and clean data, and visually design workflows with drag-and-drop ease.
Take a second and think about how long it takes your employees to complete most tasks… And then consider this: with all member information all in one place with CRMNEXT, opening an account takes less than 10 minutes, building a dashboard takes less than two, and issuing a credit card or creating a lead takes 30 seconds flat. Don’t believe us? Check this video out.
With CRMNEXT, leads are qualified on parameters defined by you that are assigned and prioritized based on your unique criteria. This ensures that every lead is pursued with automated allocations, qualification scripts, and customized workflows. What’s more, our models help determine the next-best product to recommend and pre-qualifies offers, which means it’s never been easier for your members to say “yes.”
Deliver On Experience:
With our Member 360° view, all member data is in one place. This means that you get superior insights that are unique to each role i.e. product holdings, wallet share, interactions, lifestyle info to personalize each member’s experience and so much more.
Having all this info in one place also simplifies and clarifies member profiles, empowering your employees and ensuring their success without all the screen-hopping and rekeying. Because who enjoys that?!?
Curious how our brand promise works in practice? We’ve got examples galore, but let’s start with just one. Check out this infographic to see what better lead management can do for you, and why CRMNEXT’s platform offers the very best lead management solution out there.
So, we’ve already established that the right CRM is one that is built to solve the pain points of yesterday, freeing up tomorrow so you can get the actual work done.
The right CRM should have a single source of truth—a hub where communication across teams is transparent and easily accessible, automated, and with optimized workflows—ensuring the IT team can focus on their own to-do list, and a system that integrates seamlessly with the existing core, making onboarding a breeze.
On top of that, giving you the ability to manage more with fewer people, while becoming an arm of your team.
Lucky for you, CRMNEXT has all this… and then some.
Ready to have your life changed?
We know, we know, you’re ready to have your life changed. Otherwise, you wouldn’t have proceeded 🙂
But! We wanted to take a brief moment to give you the opportunity to schedule a meeting with us to discuss everything you’ve seen thus far in more detail. Ready? Click the button below to get the ball rolling on setting up a call with us.
Not ready yet? No worries, we’ll check back in with you in a bit.