CRM Software White Papers
Credit Union Capitalizes on Cross-Sell Opportunities by Centralizing Data
Overview The Alaska USA Federal Credit Union is highly regarded - and widely used - throughout Alaska and the Pacific Northwest. Roughly 300,000 members take advantage of the rapidly growing credit union's diverse services. However, isolated databases within each business unit made cross-selling to existing members difficult and tracking opportunity referrals inefficient. Teaming with Microsoft Gold Certified Partner EMC, Alaska USA deployed Microsoft Dynamics CRM to create a centralized database for customer information, improve reporting capabilities, and increase visibility into the opportunity pipeline. This customer relationship management system drives a measurable improvement in the credit union's referral process - enabling employees to capitalize on cross-sell opportunities.
| Publisher | Microsoft | File Format | WORD |
|---|---|---|---|
| Date Published | August 2007 | ||
| Format | Case Studies | ||
| Topics | |||
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