Episode 12: Checklist for Effective CRM Implementation

What you'll hear: The top 3 on Denis' checklist for effective CRM- Planning, engaging employees, and having a good analytics foundation take center stage here. What Denis considers most relevant when it comes to effective CRM right now. One-word teaser: platform. Additional facts that banks and credit unions should consider when choosing a CRM for banking. What led him to be one of the first to identify SaaS as a disruptive innovation, and not just another software delivery model. Some of his predictions for where he thinks things are headed in the world of CRM. Note: Denis is known in the industry for his unique ability to make accurate predictions, so we suggest you listen up! A bit about Denis' book, The Age of Sustainability- a fascinating peek into how he applies his experience with CRM to climate change. What he believes is the best way to earn customer loyalty, drawing from yet another of his books: You Can't Buy Customer Loyalty, But You Can Earn It. A few companies that have made Denis feel more like family than a customer: Costco, Amica Insurance, and The Hartford (business insurance). When it comes to CRM for financial services, we've got your checklist right here.