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What if your CRM could help you automate processes--such as onboarding new members of your credit union? Well, your members would have consistent onboarding experiences, staff would follow dependable onboarding processes, and you’d have tracking and reporting into onboarding metrics.
In this blog post, we flesh out an example of how Sugar, a flexible CRM platform, can be used to onboard new members of your credit union.
One of the awesome features within Sugar allows you to create processes, track them, and add automation to speed them up. This feature is called the Customer Journey Plug-In. The Customer Journey Plug-In allows you to outline any of your standard processes as a task list in Sugar. The task list can include dependencies and automation that improve your members’ experience and increase onboarding satisfaction. We’ve seen some pretty innovative, strategic, and even silly examples of how this can be used.
The flexibility of the Customer Journey Tool allows you to create an onboarding process that suits your organization’s exact needs. You can add whatever steps, responsible users, due dates, and time spans you desire. We put together a couple of examples to show the flexibility.
In this example, one employee is responsible for welcoming a member in a three-step process.
In this example, the member onboarding process is broken down into an even more detailed process to show how flexible this tool is.
Here’s a quick break down of the stages:
By using a tool such as Sugar to track and enforce member onboarding, you could:
As a credit union, it’s easy to say you are prioritizing member relationships. It’s very difficult to actually do that. One place to start is by investing in tools that help you serve your members, rather than their transactions. To learn more about CRM for credit unions, contact us today.