ENHANCE YOUR CUSTOMER EXPERIENCE
AND INCREASE THEIR LIFETIME VALUE
Solutions Metrix is your go-to consulting partner for managing the entire lifecycle of selecting, implementing and optimizing your CRM.
SEE WHY 400+ BUSINESSES COUNT ON SOLUTIONS METRIX FOR ALL THEIR CRM NEEDS
YOUR UNIQUE CRM ISSUES NEED UNIQUE SOLUTIONS.
We don’t have a CRM and want to choose the right one for our needs
We have a CRM and want to optimize its full potential in our business
We want to migrate our current CRM to another provider
We have another issue with CRM and need support
YOUR JOURNEY WITH US
To outline a strategy for success, our inception process aims at understanding your CRM project goals, overarching vision, and current ecosystem. Rely on our business consultants to ensure the right platform is selected for your needs and plan a roadmap that respects your budget and timeline.
With User Adoption at the center of our CRM Implementation methodology, we ensure your employees feel motivated, supported, and engaged as they take on change. While we sprint together towards goal lines on your roadmap, our Integration specialists will be hard at work building world-class system connections for you.
Your CRM journey doesn’t end with a go live. From regular updates and technical support to training on best practices and process optimization, we provide the tools and expertise to keep your business thriving in an ever-evolving competitive landscape.
SPEAK WITH OUR EXPERIENCED CONSULTANTS
Centralize Credit Union's data in CRM
to automate workflows and member engagement
WHAT SETS US APART?
Holistic CRM strategy
- Aligned with organization’s strategic goals
- Mid-Long term ROI and TCO analysis
Platform-agnostic approach
- Ideal match for your business
- Eliminate technical ecosystem misfit
End-to-end partner
- Aligned with organization’s strategic goals
- Mid-Long term ROI and TCO analysis
User adoption focused
- Proven and tailored framework
- Industry best practices
“Thanks very much for your great support on this project. It was a pleasure working with you.”
"Thanks Olivier! A big thanks on turning around solutions so quickly in the last couple of weeks for the slight issues we discovered. The team went live with the safety abroad system on Wednesday and I couldn’t be happier!"
RESOURCES
Your Credit Union Strategy | Why do credit union members leave for banks?
Learn why members leave credit unions for banks and reverse the trend today. Optimize your credit union strategy for member engagement.
5 Keys to a Successful CRM Implementation for Credit Unions
Unlock credit union member engagement with our eBook: ‘5 Keys to Successful CRM Implementation for Credit Unions.’ Discover best practices, change management, effective communication, and more.
Playbook: Customer experience trends and CRM
Are you looking to personalize your business model, improve customer retention, or automate certain processes? Learn how to use the latest CRM capabilities to accelerate your business
FREE CONSULTATION
Let us offer you a better CRM journey
Solutions Metrix can help to drive technological innovation design for your business growth. Leave your contacts below and we’ll get back to you within 24 hours.
