Joyce Colin

National Sales Representative at 360 View CRM. You can find me talking to banks and credit unions every day, building relationships and sharing the knowledge and power that a CRM Tool can bring their financial institution. My years of banking experience have provided me with the ability to provide insight into Sales and Service Automation, Enhancing Business Process Workflows and the Customer Experience through CRM. Outside of the office, I love cooking and baking, and when the weather is warm you can find me at the beach.
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Recent Posts

Marketing Automation: Onboarding Made Simple

Posted by Joyce Colin


Onboarding matters.

It’s the first interaction that a person has with you after the close, once they have officially become a customer, so it’s an important time for setting expectations and communicating your values as well as setting the stage for how you will nurture their relationship.

Today, if you can’t quickly create a list of your new customers and assign those customers to a personalized email campaign, you will be at a disadvantage and may just miss out on one of the biggest opportunities presented to financial institutions.

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Topics: Sales & Marketing, CRM