Automated referrals
Automated sales tracking
Member profitability management
Incentive management
Target marketing
Call reporting
Pipeline management
Unlimited reporting
Householding
Customizable member profiling
Automatic promotion reminders
Total view of all member accounts
Automated direct mailings
Relationship connectivity

When it comes to MRM, get the TotalView.™

TotalView™ is the Member Relationship Management solution that enables you to better understand and effectively manage member relationships so you can maximize stakeholder value and provide superior service.

By automating and tracking referral management, sales calls, sales process reporting, sales management, incentive management and task management, TotalView helps you:

  • *Know your members and prospects better.
  • *Manage your sales activities more effectively.
  • *Motivate and reward employees.
  • *Manage your marketing campaigns.
  • *Manage your credit union’s performance.

Interested? Talk to us.