Building and growing your business requires attention to a wide range of details including brand awareness, messaging, customer satisfaction, listening to market trends, and of course, understanding all of the financial elements that come with operating a company. From managing internal financial exchanges, like payroll, utilities, rent, and benefits, to considering external exchanges, like profit and revenue from customers and clients. There are many aspects to keep in mind when it comes to minding the finances of your business, and luckily, you have many options to choose from regarding lenders and other party integrations.
Your financial information as well as that of your employees, customers, and clients must be protected from all angles. This is imperative as ever, given our increasing advancements in technology and ease at which we can do almost any financial exchange through our devices. No matter your industry or your business, you must be able to operate and partner with a financial solution that can cater to all of your needs as well as your concerns.
Your Zoho CRM and integration with credit unions
It’s understandable the tendency towards trusting credit unions, especially for consumers. As financial risk becomes a greater and growing concern for our communities at large, it should be comforting to know that your Zoho CRM can be integrated with any credit union. Not only will this help users feel more safe, but that safe feeling will translate to associated safety with your company and your brand. With the wide range of financial services available within your Zoho CRM, here are just a few ways that can be done with a credit union integration.
Visible client information
Your Zoho CRM is capable of keeping track of all the information you need on your clients at all times, and updates are made in real-time to ensure that all teams have the most up-to-date data as possible. This tracking and easy way to monitor relationships can also be used to get access to their financial documents. This is helpful to understand what percentage of your client base is using what institutions, and the more data you can gather about their financial behavior, the better you can communicate with them and help them make more informed decisions for the future.
Account management
By integrating your Zoho CRM with credit unions, you’ll be able to broaden your net to other customers and offer new and potential customers opportunities for their partnership with your company. Broadening this will also provide you a glimpse into more data points, which will round out your overall reporting, making it more accurate and true to market sizing.
If you’re a credit union yourself, there is also great opportunity to take advantage of Zoho CRM for your day-to-day management software. Having this in-depth data at your fingertips will help you better connect with your customer base so you can more thoroughly understand their needs and concerns.
As we continue to go deeper and deeper into the digital world, maintaining a form of personal connection with your clients is important. As they increase their online banking habits, it’s likely that they’re missing out on quality education and guidance about their financial future just from the lack of in-person engagement. Your Zoho CRM can help you maintain that connection in an organic and strategic way.
By using the data that your Zoho CRM saved on your client base and their personal information, you can keep them updated on new opportunities and offer one-on-one support for their needs. By managing records of past contact and previous inquiries, you can easily follow-up to provide answers, solutions, and offers of ongoing consultations. You’ll also be able to do this safely, as Zoho is compliant with all the security standards, so you can assure your clients that their data is safe and kept private.
More than anything, however, people rely on credit unions because there’s a feeling of honesty there that they prefer over other financial institutions. It’s important to keep this in mind as you’re continuing your conversations with your clients. Their financial future can often feel uncertain, especially as our world continues to face more circumstances than we’ve ever really had to face in recent history.
Use real-time data to stay connected
By offering this personal support and connection, your clients will appreciate the work that goes into maintaining that personal approach. You can provide them with customized consultations that cater to their situation, their goals, and their realities. They’ll not only feel comfortable by having a face and a name to communicate with, but they’ll feel more confident in the future with other inquiries or concerns.
Provide external information to help them stay informed
While internally, you’re tracking other markets and behaviors of groups all over the world, you can also take these learnings and sift through the data to help inform your contacts. This ongoing education and the interest in staying informed of what’s happening outside your community will also help inform your clients’ decisions for the future. If their own business or industry is affected by overseas behaviors, having this information delivered to them by their trusted confidant will allow them to make more educated informed decisions for their own future, further nourishing the relationship you have with your clients.
Integrating your Zoho CRM with your chosen credit union(s) is a wise decision, as there are many benefits, either as a business operating with customers that use a credit union, or if your own business is a credit union and looking to manage all aspects of your day-to-day operations. Taking advantage of all the tools and insights available within the platform will keep all of your teams informed of market trends, competitive landscape behavior, as well as the satisfaction of your customer and client base.
Your Zoho CRM is there to work for you, but integrating it with your preferred credit union(s) will only keep you relevant as our digital world continues to advance and innovate over time.
