OVERVIEW

UltraData® Enterprise CRM provides a single control point for all member contacts and sales campaigns, enabling a credit union to focus efforts on both service and sales. This enterprise-wide approach includes powerful contact management, sales and incentive tracking, referral management, problem resolution, campaign and schedule management, and provides a complete view of each member including demographics, relationship profitability, product purchase propensity and promotional contact history.

UltraData Enterprise CRM provides your credit union with:

• Contact Management - Manages contact history for each member with all notes, correspondences, faxes and emails attached to the individual member record
• Problem Resolution
• Sales Tracking - Provides flexible template-based rules for managing sales and referral incentive programs.
• Referral Management
• Member Metrics
• Campaign Management - Campaigns can be set up at the member level using specific criteria from disparate sources. This includes the ability to target specific members with cross-sell opportunities and immediately record the level of interest to create a sales referral or fulfill the sale. 
• Schedule Management
• Integration with Touché® Analyzer, Touché® Messenger, OnBase® Enterprise Content Management, and Microsoft® Office and Microsoft® Outlook, providing streamlined processes and improved productivity

UltraData Enterprise CRM enables your credit union to:

• Have one view of the member, regardless of channel or interacting staff member
• Improve the service experience and deepen member relationships
• Empower staff with access to information
• Improve marketing and sales expenditures and results