Initial Software Costs Understanding Different Pricing Models When I first dove into CRM systems, it hit me how crucial understanding different pricing models can be. Some companies offer subscriptions while others go for a one-time license fee. Subscription models seem easier on the wallet at first, making them attractive to newbies. However, long-term, those costs […]
Understanding CRM Systems What is a CRM System? So, let’s dive into what a CRM system actually is. Customer Relationship Management, or CRM for short, is all about how banks—and really, any business—manage their interactions with customers. Think of it as a digital assistant that helps track every single touchpoint with a customer. From the
Understanding the Needs of the Bank Identifying Specific Goals When talking about implementing a CRM system in a bank, the very first step is to understand what the bank actually needs. Every institution is unique, so what one bank might require could look totally different from another. From my experience, engaging key stakeholders early on