increasing revenue & customer loyalty with email marketing

Post on 13-Jan-2015

899 Views

Category:

Business

3 Downloads

Preview:

Click to see full reader

DESCRIPTION

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.

TRANSCRIPT

IT’S ABOUT COMMUNICATING THE 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

0% 20% 40% 60%

US

Canada

Market Share

0%

20%

40%

2008 2009 2010 2011

Growth

ClaritySoft Installed

Business Issues

Customer service issues

• Limited access to customer information

• Single contacts

• Ineffective service announcements reach

Growth requirements

• Limited prospect communication tracking

• Limited ability to target by segment

New CU Training employees

• Multiple locations

• Limited CRM experience

• Different requirements

Internal Issues

• Limited budget

• Keep our data on our systems

• Limited resources

• Poor support

• Need a solution now

Customer Service is Everything

Result

Referrals increased

Keeping more

customers

Increased usage

Increased customer touches

Longer term renewals

Proactive vs. reactive

Faster releases

More Communication

Webinars Service

Announcements Issues

Customers are engaged and feel supported

Growth Requirements

Result

Detailed market analysis now available

Significant revenue increase

Make It Count Campaign

•50% growth

It’s about marketing

Many focused campaigns by segment Email, mail and phone

Demonstration

New Employees

Result

Proactive vs reactive response

Everyone uses the CRM

Less errors – more use

It’s about information

Tracking support calls Accessing information

anytime, anywhere Easy to find accurate

information

Internal Issues

Result

1 day implementation

Easy to change CS customized to

our business Everyone uses CS

It’s about time and money

ClaritySoft competitively

priced

Easy to import information

Intuitive, user friendly

No techies required

Why ClaritySoft?

Flexibility #1

• Does what we want it to do

• Action plans

• Use only the information you need

• So easy to change

Rapid deployment

• Up and running with customized solution in 1 day

• Provide regular training webinars

Reporting/ analysis

• Slice and dice data with group tool

• Exports for further analysis

Control • Integration into other applications

• We keep our database

Support • Responsive

• Smaller company, open to feedback

Lessons Learned

What’s the plan

Get stakeholders involved

One person responsible

CRM is a tool

WIIFM

Learn and train

Kelley Sieger ClaritySoft

(614) 522-9276 ksieger@claritysoft.com

Mary-Ann Pedersen CU Training Inc.

(888) 466-1634 extension 300 Mary-ann@cutraining.com

Contact Information

top related