Perficient

DECEMBER 8, 2020

One-to-One Relationship Management. Just for review- CRM stands for Customer Relationship Management. The optimal form of Customer Relationship Management in any industry is a one-to-one interaction with a person that knows you. One-to-Many Relationship Management. Marketing was seen as a business expense.

Marketing 332

Marketing Tools Marketing Automation Management 332

Perficient

AUGUST 21, 2020

Digital Asset Managment. Enterprise Content Management. Event Management. Master Data Management Platforms. Product Information Management Systems. Product Information Management Systems. Contact Center Technology. Enterprise Search. Commerce platforms. Social Networks.

System 332

System Meeting Management Analysis 332

Perficient

MARCH 15, 2021

We even know that a phone call from a hospital VIP because their spouse received a personalized post card on weight-loss surgery can be a career altering event (true story). So what’s a modern, data-driven marketer to do? Customer relationship management is about earning and cultivating that loyalty. HIPAA is serious.

Data 493

Data Marketing Community System 493

Independent Banker

FEBRUARY 28, 2023

In addition, many marketers don’t have tools for capturing customer information themselves. They may not have customer relationship management (CRM) software, which can store customer data and handle tasks like segmenting customers and tracking leads. Marketing for a lot of folks still is a necessary evil,” Cook says.

Community Bank 129

Community Bank Community Marketing Data 129

Independent Banker

FEBRUARY 28, 2022

Kathy Strasser of IncredibleBank is evaluating marketing campaign management platforms. We asked several banking leaders how they’ve employed fintech to ramp up their marketing campaigns, hone their analytic strategies and gain new patrons in the process. Photo by Janimal Photography. IncredibleBank in Wausau, Wis.,

Fintech 136

Fintech Marketing Community Bank Community 136

Gonzobanker

JUNE 26, 2019

Sales and pipeline management has been the bread and butter of CRM, but setting it up in an integrated and user-friendly way has been grossly oversimplified. More importantly, the team designed how a new opportunity will convert from a frontline referral to a well-managed lead pipeline within the same platform. Sales & Referrals.

Idaho 140

Idaho Michigan System Lending 140

Gonzobanker

DECEMBER 19, 2017

Endless CRM and data management projects that shook our foundations and gutted our PMOs. These ventures show credit unions are not standing still when it comes to technological disruption, and we hope much is learned from these early risk-taking efforts. THE TECHNOLOGY AWARDS. This year brought us: Mergers out the yin-yang.

Conference 101

Conference Industry Community Bank Community 101