1. Define Your CRM Goals Understand Your Business Needs When I first sat down to implement a CRM system, I quickly realized the importance of understanding my business needs. It’s like trying to make a dish without knowing the ingredients. I took the time to chat with my sales and marketing teams, asking them what […]
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
1. Understanding Your Business Needs Identify Key Objectives Starting off, I’ve found that figuring out what your business truly needs is essential. It’s like putting together a puzzle—knowing which pieces are vital makes the whole picture clearer. Get your team together, brainstorm, and write down what you want to achieve with the CRM. You want
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