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

Target marketing

Our TotalView™ MRM program helps you target your marketing for maximum effect. By making member data accessible, you not only see what products and services your members already have, you can also identify possible needs that you aren’t satisfying:

  • * Ask for reports based on information in member detail screens that are specific to your credit union.
  • *Identify homeowners in a certain income range as prospects for home equity products, for example, or identify others who may be prospects for IRAs.
  • *Target your advertising, direct mailings and calling campaigns based on what you know about your members.

We even automate printing of personalized letters and envelopes for direct mail campaigns, right from the TotalView™ program.

TotalView™ MRM can even help you analyze the results of your marketing efforts by providing a way to record and report on responses from each mailing or advertisement.