White Papers

Credit Union Capitalizes on Cross-Sell Opportunities by Centralizing Data

Category: Data Management, Enterprise Applications

Tags: emc, usa, database, crm, management

Overview The Alaska USA Federal Credit Union is highly regarded - and widely used - throughout Alaska and the Pacific Northwest. Roughly 300,000 members take advantage of the rapidly growing credit union's diverse services. However, isolated databases within each business unit made cross-selling to existing members difficult and tracking opportunity referrals inefficient. Teaming with Microsoft Gold Certified Partner EMC, Alaska USA deployed Microsoft Dynamics CRM to create a centralized database for customer information, improve reporting capabilities, and increase visibility into the opportunity pipeline. This customer relationship management system drives a measurable improvement in the credit union's referral process - enabling employees to capitalize on cross-sell opportunities.

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Publisher: Microsoft
File Format: WORD
Date Published: Apr 2, 2008
Format: Case Studies
Topics: CRM Software, Database Management

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