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"Coretrac 4.0 Marketing Manager" 01:15, "Coretrac 4.0 Case Management" 08:45 (Start With " Cases in This Example ) - 13:41 (End With "

The document asks if Avolin will provide a short training on how to best utilize the Coretrac CRM system during the Covid-19 pandemic to support and strengthen their customer base. It suggests highlighting features like call logging, notes, events, and marketing and queue features to distribute leads and turn calls into cross-sell opportunities. For example, contacting customers impacted by the pandemic could lead to skip-a-pay options or drawing on lines of credit to help customers and boost the institution's bottom line. The document has not seen other Covid-19 webinars focused specifically on CRM systems and would appreciate extra insight.

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Ethan
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51 views2 pages

"Coretrac 4.0 Marketing Manager" 01:15, "Coretrac 4.0 Case Management" 08:45 (Start With " Cases in This Example ) - 13:41 (End With "

The document asks if Avolin will provide a short training on how to best utilize the Coretrac CRM system during the Covid-19 pandemic to support and strengthen their customer base. It suggests highlighting features like call logging, notes, events, and marketing and queue features to distribute leads and turn calls into cross-sell opportunities. For example, contacting customers impacted by the pandemic could lead to skip-a-pay options or drawing on lines of credit to help customers and boost the institution's bottom line. The document has not seen other Covid-19 webinars focused specifically on CRM systems and would appreciate extra insight.

Uploaded by

Ethan
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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I have a question that I meant to ask on our call the other day but it slipped my mind.

  Is Avolin going to
offer some sort of short training/informational presentation on how we could be best utilizing the
Coretrac CRM system during the Covid-19 pandemic, to best connect with in an effort to support and
strengthen our customer base?  Highlighting certain features of the system, such as logging calls and
setting up future follow up calls using the Events feature, and documenting the conversations using the
Notes feature. Utilizing the Marketing and Queue feature to distribute leads to the field for Customer
Outreach efforts, and how those calls could ultimately turn into a cross-sell opportunities.  For instance,
if you contact a customer and learn that they have been impacted by the pandemic and in need of some
extra cash, this could lead to a skip-a-pay opportunity on their auto or home loan, or possibly a draw on
a Line of Credit that they forgot they had, or maybe even a Credit Card.  The outcome could be anything
depending on the products offered by your institution, but the Coretrac system has so many great
features that are prime for strengthening relationships, it could make a real difference in the customers
lives as well as the institutions bottom line. I have seen many Covid-19 webinars being offered for banks
and credit unions, but nothing that is CRM specific, and I would love some extra insight.

Key points:

Relationship Management-
Call Logging
Notes (for documenting the touches)
Events (for future touch points)
Separate Videos- Marketing and Queues for distribution of outreach (Here are 3 ways CoreTrac
can help you manage increased call volume)

Video highlight Timecodes:


“CoreTrac 4.0 Marketing Manager”; 01:15,
“CoreTrac 4.0 Case Management”; 08:45 (start with “…cases in this example…)- 13:41 (end with “…
Issue a case number.”)

Video Timeline-

Type describing the video (COVID19) (longest)


Record the Video
Submit for finishing
Assemble the message
Distribute

Service Center:

Available today
Capture and maintain data about issues, concerns or complaints from customers
Using Events to schedule follow up
Delegate tasks within our organization
Document Notes as the process moves along
Strengthen your customer relationships with clear visibility of all customer cases
Marketing Manager: CoreTrac 4.0 Marketing Manager, 01:01 “I think the most important thing to do…”
07:31 “…We’ll go ahead and save that out…”

Mine your customer data WITHIN Coretrac


Provides personal touch
Keep in contact with your customer base
Manage the Activity
Create Awareness
Define your target audience
Queues

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