Credit Unions are a critical part of supporting local economies. They encourage growth through building deep relationships with their members and providing them with financial support. However, as a credit union becomes more established and its member base grows, it can become difficult to properly manage and sometimes even remember all of its members. Enter Avidian’s Prophet CRM, the first CRM embedded straight into your Outlook Client. Prophet has many great functionalities and one of the things it excels at is relationship management. Here are some of the features that we’re most proud of:
Prophet CRM’s Key Features
- Centralizes and Syncs your Contacts across all devices
- Automatically Tracks all Emails, Appointments and Tasks
- Multi-Tier Parent Child Company relationships
For a credit unions with multiple departments working with the same members, the ability to see an entire communication history with a member is an invaluable convenience. With Prophet, you have the ability to see who and when last emailed or spoke with any given individual. Prophet’s notification system also ensures that no member is left behind and that their needs are considered appropriately.
- Lead Management
- Website Lead Form Integration
- Automated Follow Up
As a credit union’s member base grows, it can be helpful to have a dedicated process for finding new members as well as following up with current ones. With Prophet CRM’s workflow system, these steps can be automated to make sure that your credit union maintains consistent contact with its members.
Reporting and Analytics
- Graphical Dashboards
- Report Writer
- Easy Export to Excel
One of the most elusive but promising aspects of a successful CRM is analytics. A CRM is not only a tool meant to improve your daily processes but also a tool meant to define and clarify your relationship management strategy. In Prophet, you can quickly see where your efforts are performing well and what needs work through dashboards and reports. Export them to Excel with a few simple clicks and integrate this crucial data into your decision-making!
At the end of the day, we understand what an important role credit unions play in supporting local communities. Some of our most valuable customers consist of credit unions, and we want to do our best to ensure that their experience is a seamless one. With our dedicated support team and the convenience our product offers, we hope to continue supporting credit unions across America.