Tag: Contact Management

How A Customer Relationship Management System Can Change Your Bank

CRM For Banks

At CenterState Bank, we use several customer relationship management (CRM) software solutions at different parts of our bank and know we need to consolidate plus expand its use. Next, to a loan/relationship pricing model, a CRM system is one application that can make a material difference in profitability. CRM helps companies automate and manage the entire lifecycle for customer sales, marketing, acquisition, maintenance, and exit. CRM software is usually used by the customer-focused personnel to maintain contact with customers and improve service.

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