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.
Read more5 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.
Read morePlaybook: 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
Read moreCRM for Credit Unions: 6 Ways to Enhance ROI and Membership Growth Today
Discover CRM for Credit Unions and adopt key strategies to improve member experience with personalized & targeted marketing, and operational ROI with administrative tasks automation
Read moreTop Digital Transformation Considerations for a Successful CRM Implementation
Here’s a compilation of the top digital transformation considerations you need to have to get the maximum potential out of your CRM solution. Read now.
Read moreA Look into the Future with Microsoft Cloud for Healthcare
Discover how Microsoft Cloud for Healthcare manages health data and makes it easier for healthcare organizations to improve the patient experience
Read moreOvercoming CRM Challenges: Avoid Common Mistakes To Maximize Your CRM Potential
Maximize your CRM potential by avoiding these common mistakes. Learn how to overcome CRM challenges and stay ahead of the competition. Read more.
Read moreUnleashing the Power of GPT4: Microsoft Dynamics Copilot Revolutionizes Business Operations
Discover how to boost Efficiency and Collaboration with Microsoft Dynamics Copilot: Powered by GPT Technology
Read moreCRM and NFT in Retail: Changing the Game
Discover how NFT in retail is revolutionizing the customer experience. Learn about the powerful combination of NFTs and CRMs in the retail industry.
Read moreCentralizing student registration process and data for better-aligned initiatives
By implementing a more modern CRM tool, Université de Sherbrooke was able to modernize and re-align its student experience through a student-centric approach. As well as better aligning and streamline internal processes
Read moreAccelerating digital initiatives to grow sales, engagement and acquisition
Barrette Outdoor Living optimized sales & marketing activities by integrating existing tools with CRM, resulting in enhanced customer & vendor relationships.
Read moreBanking Automation Tools Digitalizing Sales & Marketing
Learn how banking automation tools revolutionizes sales & marketing efforts for financial institutions. Discover the key features and benefits of a CRM.
Read more
