Episode 12: Checklist for Effective CRM Implementation

What you’ll hear:

• The top 3 on Denis’ checklist for effective CRM- Planning, engaging employees, and having a good analytics foundation take center stage here.

• What Denis considers most relevant when it comes to effective CRM right now. One-word teaser: platform.

• Additional facts that banks and credit unions should consider when choosing a CRM for banking.

• What led him to be one of the first to identify SaaS as a disruptive innovation, and not just another software delivery model.

• Some of his predictions for where he thinks things are headed in the world of CRM. Note: Denis is known in the industry for his unique ability to make accurate predictions, so we suggest you listen up!

• A bit about Denis’ book, The Age of Sustainability- a fascinating peek into how he applies his experience with CRM to climate change.

• What he believes is the best way to earn customer loyalty, drawing from yet another of his books: You Can’t Buy Customer Loyalty, But You Can Earn It.

• A few companies that have made Denis feel more like family than a customer: Costco, Amica Insurance, and The Hartford (business insurance).

When it comes to CRM for financial services, we’ve got your checklist right here.