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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

5 Reasons CRM Should Be Part of Your Strategic Plan

Posted by Joyce Colin

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Year after year, we hear from financial institutions, “We aren’t ready for CRM.” It leads me to wonder, “How can we not be ready? Aren’t we in the business of maintaining and cultivating relationships with our customers? Aren’t we expected to know the interactions our customers and prospects have with our team?”

It’s no secret that winning and retaining customers is the key to business growth and success. But, given the dynamic and ever-increasing customer demands that financial institutions face today, that’s easier said than done — especially when it comes to implementing and enforcing processes that effectively support your interactions with prospects and customers.

A CRM system is absolutely essential to making that culture shift throughout your financial institution. Here are a few reasons why you should make CRM part of your strategic plan:

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Topics: CRM, Customer Experience, Sales & Marketing, Pop-up Technology

Marketing Automation: Onboarding Made Simple

Posted by Joyce Colin

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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