IT’S ABOUT COMMUNICATINGTHE CLARITYSOFT DIFFERENCE     Mary-Ann Pedersen     CU Training Inc.
Participate
Agenda•   CU Training overview•   Business issues•   Demo•   Why ClaritySoft?•   Lessons Learned•   Q&A
Overview  • Provide credit union learning management    systems and training to over 450 credit unions    in North America...
Business IssuesCustomer              Growth                 New CU           Internal Issuesservice issues        requirem...
Customer Service is Everything                         More Communication                                    Service      ...
Growth Requirements                     It’s about marketingMany focused campaigns by segment                Email, mail a...
Demonstration
New Employees                     It’s about information                         Accessing information   Easy to find accu...
Internal Issues                 It’s about time and money  ClaritySoft                    Easy to import    Intuitive, use...
Why ClaritySoft?                 •   Does what we want it to do                 •   Action plansFlexibility #1            ...
Lessons Learned                                     Learn and train                                    WIIFM              ...
Contact Information    Kelley Sieger            Mary-Ann Pedersen     ClaritySoft                 CU Training Inc.    (614...
Increasing Revenue & Customer Loyalty with Email Marketing
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Increasing Revenue & Customer Loyalty with Email Marketing

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These slides are from a webinar hosted by ClaritySoft and CU Training, a ClaritySoft customer. Mary-Ann Pederson, VP Marketing at CU Training, begins by giving her perspective on several CRMs she has used over her career and then demonstrates how she used CRM/Email Marketing to grow her business 23% last year.

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Increasing Revenue & Customer Loyalty with Email Marketing

  1. 1. IT’S ABOUT COMMUNICATINGTHE CLARITYSOFT DIFFERENCE Mary-Ann Pedersen CU Training Inc.
  2. 2. Participate
  3. 3. Agenda• CU Training overview• Business issues• Demo• Why ClaritySoft?• Lessons Learned• Q&A
  4. 4. Overview • Provide credit union learning management systems and training to over 450 credit unions in North America Market Share GrowthCanada 40% 20% US 0% 2008 2009 2010 2011 0% 20% 40% 60% ClaritySoft Installed
  5. 5. Business IssuesCustomer Growth New CU Internal Issuesservice issues requirements Training • Limited budget• Limited access to • Limited prospect employees • Keep our data on customer communication our systems • Multiple information tracking locations • Limited• Single contacts • Limited ability to resources • Limited CRM• Ineffective target by experience • Poor support service segment • Need a solution • Different announcements requirements now reach
  6. 6. Customer Service is Everything More Communication Service Webinars Issues Announcements Result Keeping Increased Referrals Increased Longer term Proactive vs. Faster more customerincreased usage renewals reactive releases customers touches Customers are engaged and feel supported
  7. 7. Growth Requirements It’s about marketingMany focused campaigns by segment Email, mail and phone Result Make It Count CampaignDetailed market analysis Significant revenue now available increase • 50% growth
  8. 8. Demonstration
  9. 9. New Employees It’s about information Accessing information Easy to find accurateTracking support calls anytime, anywhere information ResultProactive vs reactive Everyone uses the Less errors – more use response CRM
  10. 10. Internal Issues It’s about time and money ClaritySoft Easy to import Intuitive, user No techies competitively information friendly required priced Result 1 day CS customized to Easy to change Everyone uses CSimplementation our business
  11. 11. Why ClaritySoft? • Does what we want it to do • Action plansFlexibility #1 • Use only the information you need • So easy to change • Up and running with customized solution in 1 Rapid daydeployment • Provide regular training webinars Reporting/ • Slice and dice data with group tool analysis • Exports for further analysis • Integration into other applications Control • We keep our database • Responsive Support • Smaller company, open to feedback
  12. 12. Lessons Learned Learn and train WIIFM CRM is a tool One person responsible Get stakeholders involvedWhat’s the plan
  13. 13. Contact Information Kelley Sieger Mary-Ann Pedersen ClaritySoft CU Training Inc. (614) 522-9276 (888) 466-1634 extension 300ksieger@claritysoft.com Mary-ann@cutraining.com
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