Building a Business Case for CRM at Your Bank

Building a Business Case for CRM at Your Bank

November 9, 2022 | 10:00 am - 11:15 am CST

Complimentary (bank members) | $120 per person (nonmembers)

Most marketing and sales professionals know, if they do not already have one, that their bank needs CRM. Getting the buy-in and presenting the business case to your executive team can be challenging, especially when you consider that choosing, preparing for, and implementing a CRM is not a simple task.

This session offers basic information about how to build an effective business case for implementing CRM, including the benefits of CRM and more specific details on how it impacts sales, revenues, and bottom-line productivity—all things on which the C-suite is focused. It also includes strategies for addressing doubts and objections.

This session will cover: 
- Basic CRM knowledge (what is a CRM? how does it work?)
- Well-documented benefits of CRM including
- Better segmentation
- Improved marketing campaign success
- More productive workflow
- Enhanced customer relationships/satisfaction
- Improved customer retention
- Top questions to expect from your executives
- Answers to common objections

As you plan for 2023, get prepared to make a persuasive case for implementing CRM at your Bank.  Don't miss out on this practical but powerful session!


Presented in partnership with   


Joyce Colin, 
VP National Sales Representative, 360 VIEW. As a previous CIO for a $1.8 billion commercial bank, Joyce directed bank-wide technology strategies, with a background in business process automation. Her 28 years of banking experience spans Operations, Data Processing, Core Banking Systems, CRM Implementations, and Information Technology. Currently she is a national sales representative for 360 View providing insight into sales and service automation, enhancing business processes, and improving overall customer experience through the use of 360 View CRM.

Questions? Contact Patti Coles at Patti@Minnesota.Bank or (651) 789-3987


11/9/2022 10:00 AM - 11:15 AM

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