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Knowing your members helps you make members for life. Whether a member submits a request on your Web site or through your call center, to provide world class service, you need to know the state of your relationship with them to make your next interaction a successful one. Onyx CRM gives you the latest member relationship management software (MRM software) needed to provide personalized, comprehensive, and consistent service.
Every interaction from sales, service, support, marketing, integrated Web sites, and e-mail can be consolidated to provide you with a single 360 degree view of member information. And Onyx CRM's open platform lets you integrate with other systems across your enterprise to ensure all key member data is truly in one place.
With Onyx CRM, you'll be able to easily modify user interfaces to present and collect data that is specific and important for each role within your organization. Using call scripting and process automation tools, you can guide your staff through common activities and alert them of problem areas or, better yet, present service and product opportunities that are appropriate for a particular member. Your member-facing team will be empowered to provide the right service at the right time-creating a rewarding member experience.
Onyx CRM software for credit unions gives you a comprehensive MRM solution, including:
- Operational Efficiency - Using integration and Onyx CRM's tools for user interface customization, call scripting, and process automation, you have a variety of ways to reduce redundant entry and the number of applications your employees need to work in while improving overall member data quality. Additionally, paper and manual transactions can be modeled in the system to streamline your business processes and decrease the time overall within the workflow.
- Comprehensive Analytics - With consolidated information, you can easily track product and service trends, member conversion rate, campaign effectiveness, and other key analytics to stay in line with your strategic objectives. Being built on and optimized for Microsoft SQL Server, you can take full advantage of SQL Server reporting services using Onyx sample reports, which you can customize to provide valuable workflow analysis and executive roll-ups.
- Complete Knowledge - Your member knowledge is collected and organized around your customer to ensure that, at every touchpoint, you have a profile of each member experience. You'll be able to reduce service times and minimize the number of departmental transfers by providing the complete picture to your entire member-facing team, thus increasing overall member satisfaction. By adding KNOVA technology, you can further extend service and product knowledge out to both your representatives and your members to help them find answers quickly.
- Case Study: South Carolina Federal
- White Paper: Six Ways to Redefine Your Member's World with MRM
- Press Release: One of Largest U.S. Credit Unions Selects Onyx CRM To Manage Member Relationships Across 23 Branches
- In the News: "CU Gains Insight and Improves Service via CRM," American Banker, Tuesday, April 29, 2008
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info@onyx.com
Copyright © 2008 Onyx Software, a Consona CRM solution.