CUNA News Podcast – Marquis Sponsored: Integrating Data to Deepen Member Relationships

Check out the latest CUNA News Podcast sponsored by Marquis as Dr. Tony Rizzo, Chief Marketing and Creative Officer, and Ryan Housefield, Senior Vice President of Sales, describe how credit unions that use data on the front lines can provide the engagement tools employees need to drive sales and decision-making while improving the bottom line.

Click here to listen to the podcast.

Webinar – CRM Implementation Done Right

Let Marquis take the anxiety out of CRM implementation and adoption.

Our Implementation & Adoption team will work closely with members of your team to successfully implement our CRM software, CallTrax NEXT. This ensures each member of your team will have the confidence to execute and be prepared to take customer/member relationships to the next level.

During this 30-minute webinar, we will discuss:

  • End-to-end implementation process which is focused on adoption
    • Identify and assess your CRM priorities
    • Customized to encompass your sales and service processes
    • Pilot to full implementation

We are excited to have a co-presenter for this webinar: Michael Shallanberger, EVP & Chief Client Officer, Schneider Sales Management, Inc.

Register today for this webinar at 11:00 AM CDT on Friday, August 28, presented by Suzanne Jones, Client Implementation and Adoption Executive.