Chelsea Daniel

Chelsea Daniel has spent nearly 15 years helping bankers understand the power of CRM and navigate the process of CRM adoption at their financial institution. She has served as AVP of Client Services and is currently a National Sales Representative for 360 View.

Posts by Chelsea:

Why a “Big Box” CRM Won't Really Help Your Credit Union

When navigating the complexities of the contemporary financial landscape, credit unions encounter pl...

CRM text with personal and graph icons and credit union measure background

3 Ways CRMs for Banks and Credit Unions Save Time

As your financial institution grows, resources stretch thinner and thinner since employees have more...

4 Keys to a Successful CRM Implementation at Your Bank or Credit Union

A properly planned and timed CRM implementation is a major contributor to its success. Don’t sabotag...