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. IT’S ABOUT COMMUNICATING THE CLARITYSOFT DIFFERENCE Mary-Ann Pedersen CU Training Inc.
- 2. Participate
- 3. Agenda • CU Training overview • Business issues • Demo • Why ClaritySoft? • Lessons Learned • Q&A
- 4. Overview • Provide credit union learning management systems and training to over 450 credit unions in North America Market Share Growth Canada 40% 20% US 0% 2008 2009 2010 2011 0% 20% 40% 60% ClaritySoft Installed
- 5. Business Issues Customer Growth New CU Internal Issues service 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. Customer Service is Everything More Communication Service Webinars Issues Announcements Result Keeping Increased Referrals Increased Longer term Proactive vs. Faster more customer increased usage renewals reactive releases customers touches Customers are engaged and feel supported
- 7. Growth Requirements It’s about marketing Many focused campaigns by segment Email, mail and phone Result Make It Count Campaign Detailed market analysis Significant revenue now available increase • 50% growth
- 9. New Employees It’s about information Accessing information Easy to find accurate Tracking support calls anytime, anywhere information Result Proactive vs reactive Everyone uses the Less errors – more use response CRM
- 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 CS implementation our business
- 11. Why ClaritySoft? • Does what we want it to do • Action plans Flexibility #1 • Use only the information you need • So easy to change • Up and running with customized solution in 1 Rapid day deployment • 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. Lessons Learned Learn and train WIIFM CRM is a tool One person responsible Get stakeholders involved What’s the plan
- 14. Contact Information Kelley Sieger Mary-Ann Pedersen ClaritySoft CU Training Inc. (614) 522-9276 (888) 466-1634 extension 300 ksieger@claritysoft.com Mary-ann@cutraining.com