Based out of Massena, New York, SeaComm Federal Credit Union has been a long-standing pillar of local commercial support in New York and the Northern half of New England. Its small-town roots began in 1963 and since then it has seen steady growth, servicing upwards of 48,000 members and established 7 different branches. It has developed strengths in building personal connections to continue to expand its member base, and through it continues to fuel its success.
With its strengths in building personal ties with members, SeaComm had no problems finding new clients. However, as their client base grew, challenges keeping track of member interactions across the Credit Union arose. In particular, the Business Development and Commercial Loaning departments found that although they often worked with the same clients, they were failing to keep track of each other’s progress. One hand didn’t know what the other was doing, and it was leading to redundant interactions and member follow-up slipping through the cracks.
When Jerry Manor recognized the patterns of disorganization, he began searching for solutions. What he was looking for was a system that not only organized SeaComm’s growing list of contacts and clients but also gave a clear and intuitive way to track progress with different relationships between departments. In addition, Jerry wanted ways to guarantee client follow-up and prevent any untied threads from going unnoticed. Although he covered a few different CRMs, he and SeaComm found that the best fit for their job was Avidian’s Prophet CRM. Prophet is an Outlook CRM that provided an answer to SeaComm’s challenges with an accessible and familiar layout.
After purchasing Prophet CRM, SeaComm found themselves supported by a dedicated team of Avidian customer service who made sure that Prophet was integrated with SeaComm’s workflow seamlessly. In many cases, SeaComm members were able to access useful instructional webinars and content from Avidian’s site. Once SeaComm’s departments had the time to play around with Prophet, they found that it cut down time spent on hunting down each other’s work and instead allowed them to do what they did best, support the local economy and continue to build client relationships. To top it off, Prophet is an Outlook CRM, meaning that they could implement all these upgrades straight from their email client.