One of the most useful features in Dynamics 365 is the ability to create customized workflows. In fact, customized workflows make you more efficient and profitable. Yet, many users fail to fully utilize this powerful tool. Let’s look at 3 ways customized workflows make you more efficient and profitable. No 1: Stay on top of […]
Knowledge is power. That’s the case with almost everything, but when it comes to the ability of Credit Unions to compete in the financial services industry it is especially true. One of the best ways to compete in the financial services industry is to have more information than your competitors. Microsoft Dynamics365 can provide the type […]
Microsoft Dynamics 365 is a powerful tool that will benefit nearly any business. However, there are certain qualities to the software that make it uniquely designed to benefit Credit Unions. Here are 6 reasons a CRM benefits Credit Unions: 1. Gaining a 360 Degree View in Dashboards The Financial service is a fast-paced and competitive […]
Credit Unions take great pride in the personal touch. It’d felt that what sets a Credit Union apart from a big bank is the customer service that they provide. Customers agree. For 14 straight years customers have voted Credit Unions as having better customer service than the big banks. But, you can’t afford to be complacent. To maintain that […]
In the days since Canada passed the Canadian Anti-Spam Legislation, or CASL, it has been more difficult to build a good email marketing list that remained CASL compliant. More difficult, but not impossible. Staying CASL compliant doesn’t have to be a stressful chore. In fact, with a good CRM tool much of the work to stay CASL compliant […]
Today Trade Unions face unprecedented challenges. Learn how a CRM benefits Trade Unions. Running a successful and relevant Trade Union in today’s work environment can be difficult. The role of the Union is not as clear to younger workers as it was to the previous generation and many workers question the need for a Union at […]