CRM for Credit Unions

Aa16011fadc08150f36617c50e50a1c0?s=47 W-Systems
September 12, 2017

CRM for Credit Unions

In this webinar, we covered the top 5 ways that Sugar provides credit union functionality including:

- 360-Degree View of Your Members
- Householding
- Product Cross-Selling
- Referrals
- Core Platform Integration



September 12, 2017


  1. © W-Systems Corp. | © W-Systems Corp. |

    CRM for Credit Unions
  2. © W-Systems Corp. | Your Presenters Dennis Smith W-Systems

    dsmith@ Sarah Friedlander Garcia W-Systems sarah@
  3. © W-Systems Corp. | Agenda • About W-Systems •

    Top 5 Ways Sugar Integrates with Credit Unions ⁃ Where Does CRM Fit? ⁃ Product Availability and Interest Tracking ⁃ Incentive Approval Management ⁃ Referrals ⁃ Interaction Management • Q&A
  4. © W-Systems Corp. | • Gatehouse Media Company •

    SugarCRM #1 Worldwide Partner • Focus on CRM and Marketing Automation since 1996 • 1,000 CRM Deployments over 20 years • Concentration on small and mid-size organizations About W-Systems
  5. © W-Systems Corp. | Where Does CRM Fit? Integrate

    Sugar at the core of all your credit union applications including: • One platform, all required information • Contextual dashboards to surface relevant information • Business process automation (ex. New Customer Onboarding) • View of marketing initiatives and interactions • Drive connections based on workflow logic • Allow users to control the CRM interface based on their role
  6. © W-Systems Corp. | Customer Information Platform

  7. © W-Systems Corp. | 360-Degree View of Your Members

    • Surface pertinent information, sell proactively and avoid surprises. • Know your members inside and out with interaction management across the extended customer team. • Quickly understand what matters to your key contacts and when to engage with smarter account intelligence based on cross-channel activity. • Service the member, not the transaction. • SugarCRM Hint allows you to access your member's social history in a single view.
  8. © W-Systems Corp. | © W-Systems Corp. |

    Demo: Where Does CRM Fit?
  9. © W-Systems Corp. | Product Availability and Interest Tracking

    With product availability and interest tracking in Sugar, you can present new products that are available based on the product profile of a customer in real time. Sugar extends the ability to track the interest in a product presented to the customer.
  10. © W-Systems Corp. | © W-Systems Corp. |

    Demo: Product Availability and Interest Tracking
  11. © W-Systems Corp. | Incentive Approval Management View incentives

    currently available for promotion Central portal to display personal or team progress of goals Current compensation earned inside of a period of time
  12. © W-Systems Corp. | © W-Systems Corp. |

    Demo: Incentive Approval Management
  13. © W-Systems Corp. | Referrals • Allow users within

    the credit union to issue and track referrals between business units. • Distinct Dashboards and Alerts will notify the assigned business unit of the referral. • All referrals are tracked to ensure sure that the assigned Business Unit has received the referral. • This allows increased communication between departments by over 20%. More Referrals = More Money.
  14. © W-Systems Corp. | © W-Systems Corp. |

    Demo: Referral
  15. © W-Systems Corp. | Interaction Management General correspondence (email

    activity) Specific questions: • Who was the last person you spoke with? • Who was the last person that had contact with this customer? • What is the next step in follow-up? • Are there any open issues?
  16. © W-Systems Corp. | © W-Systems Corp. |

    Demo: Interaction Management
  17. © W-Systems Corp. | © W-Systems Corp. |

  18. © W-Systems Corp. | © W-Systems Corp. |