Credit Union Member Relationship Management
(MRM)
Segments
If you're looking at Sedona, Summit, or CoreTrac, take a look at WebTrackTech. We are much more affordable
and offer more custom options.. Designed for the
more aggressive Credit Union that wants to
drastically increase their membership and sales to existing
members within a year - we've done it!
We are working to become the
standard for small to medium sized Credit Unions
who can't afford those larger systems, but need
all the features. We offer 24/7 Personal
Customer Service, along with any custom
programming that you might need.
We offer full web-based Member Relationship
Management (MRM), including sales training
programs for tellers and Personal Banker's, plus how to track for points or bonus
rewards.. If you choose points, we offer
two options:
Corporate Promotions, Inc. (www.corporate-pros.com)
because of the number of gifts based on points
to choose from and Chocolate Expressions (www.chocolateexpressions.us). We will work with your
marketing/sales department or you can outsource
to us to provide the functionality of setting
goals, thresholds and rewards.
We have found that once the tellers and PB's are
trained, tracking from "suggestion" to purchase
provides a measurement that can be used for
full-system analysis.
We provide an on-line
unique referral customer that can be used by
both your employees and your customers, again
for points for prize selection. This is
also a proven technique to increase membership
and is simple and fun to use.
Our software provides the
ability for multiple sales campaigns to be run
simultaneously, while tracking the successes
achieved from each in graph format. Other
graphs are provided, but custom graphs/reports can be
designed for your organization.
Every CU should provide a
Welcome Program on a schedule, from the moment
your member joins - we provide the software
to make sure it'is done.
We supply surveys,
newsletters, alerts and emails through our Email
Blaster, which is designed to use your member
database We can interface with your
financial software, so duplicate entry is never
necessary. Why
Surveys?
Overview: Survey research is much more than
simply asking someone a few questions. It's a
multiple step process with a clearly defined
protocol at each step. We will discuss survey
research by breaking it up into a process—and
clearly detailing how you maximize your efforts
every step of the way. At each stage, it also
shows how technology can improve your results to
make the entire survey research process easier
and more effective.
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