Hello Friends;
Many of you have heard me refer to Post-it CRM and the comparison to lost opportunities because of this manual process. I thought sharing the below might be cool for you to read;
Earlier this year I was meeting with a group of bankers and brought this fact up and made mention that 360 View is a perfect replacement for Post-it note CRM – and the CEO politely raised his hand and made this very bold comment “for years I have struggled keeping track of what we were really doing and many times I was informed that it was being taken care of” he then went on to say “and many of you in this room know the client really isnt being taken care of”. He then asked a question to his group “If I approve moving us to technology will it get used?” and a couple executives in the room looked somewhat confused on how to answer this question and in my opinion wasnt sure how to answer. Then an experienced female employee raised her hand and told the CEO that her department had struggled for years keeping track of customer requests and knew they had failed to deliver the standard she personally desired and then went on to say “Sir, I know this is stepping out on a limb, but many in this room agree we need to perform better and respond faster than ever before and our current way isnt working”. Then the HR Director asked the question – “can 360 View help me manage our goals and incentive plan because I am spending 10-20 hours a week pulling reports?”. The absolute answer was YES. Back to the quiet executives, mostly in loans; A gentleman asked about the process of improving his pipeline reporting and when showing this feature to him he was then convinced as well and then the flood gates opened to questions and dialog about how this 360 View system would begin saving them thousands of dollars just in people time. Finally the marketing director asked me to conduct a quick list of customers based on unique criteria and literally within a minute I had built the list for her, which included cross referencing of loans to deposits to bill pay to insurance….
Ultimately, this bank signed and is strategically deploying 360 View in a manner that each department / employee group will save hundreds of hours per year while increasing the service level to their biggest asset – Their Customers.
I write the above example only to show 360 View wasnt built for a single department or employee, it was developed to make your institution stronger, more productive, and ultimately much more profitable!!
Want to know more? Give me a call at 615-242-0007.
Kevin Anderson
