We recently published an article, CRM 101 For Banks and Credit Unions, that discusses what CRM is, why you should care about it, and five tips that will help you choose the best CRM system for you. The article should be helpful to any bank or credit union currently using CRM or that is just now looking to license CRM for the first time.
In addition, the article identifies 9 signs that you need a CRM. We have included the signs here in our blog. If you are new to CRM, read through the signs and see how many relate to you. And if you are already using a CRM, read through them too, they will provide insight into whether or not your current CRM is meeting your needs or if it is time that you consider changing to another CRM, one that is better aligned with your current work and service processes.