Gonzobanker
DECEMBER 19, 2017
Endless CRM and data management projects that shook our foundations and gutted our PMOs. Credit Union Merger of the Year – Goes to Lake Michigan Credit Union and its CEO Sandy Jelinski for acquiring Florida-based community bank Encore. New Hot Category Award : Marketing Automation. Heavy core conversions weighing us down.
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. Lake Michigan Credit Union tackled the notorious “next best product” challenge by incorporating member data and overlaying organizational priorities. Sales & Referrals.
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