- Align marketing efforts with front line member interactions
- Automate delivery of member specific campaigns and marketing collateral
- Email campaign automation and tracking
- Integrate to/from your external marketing tools and manage member referral programs
- Queue up outbound calls to support high priority marketing campaigns
- Automate high priority targets with dynamic business rules
- Measure corporate and individual performance with marketing reports, graphs, and customizable dashboards
- Unify your sales team with enterprise visibility and specialized member profiling
- Automate internal referral programs and measure results with ease
- Track sales efforts and successes
- Automate growth plans for members with high impact financial events
- Calculate and manage incentives for products sales and goal achievement
- Measure corporate and individual results with sales reports, graphs, and customizable dashboards
- Improve member experience with enterprise accessibility to the status and resolution of service events
- Leverage unlimited collection of custom data and centralized document storage to track important service details
- Schedule member appointments and view user availability using the Group Calendar feature, with 2-way Microsoft Outlook syncing
- Manage your lobby traffic and incoming phone calls, identifying trends by department, branch, or member
- Gain insight into service successes and challenges with service reports, graphs, and customizable dashboards
- Seamless integration to your core operating system and other 3rd party data sources
- Member XP survey data integration
- Data is collected about your member’s current and future needs
- Automated referrals, alerts and lead generation
- Goal tracking, incentive and performance management calculation and reporting
Real Time Member Information - Pop Up Window
- Pop-up window with actionable member information delivered real time.
- Target specific membership with marketing campaigns and cross sell opportunities that relate to them.
- Lobby Management/Next in line, know your member before you speak to them.
- Enter referrals and track member services without having to leave your desktop
Employee and Member Dashboards
- A single comprehensive relationship and activity dashboard view for each member
- Complete Member 360 View
- Flexible tiles allow administrators to customize global dashboards and provide individuals with options to personalize their view
- Everything in the GoVision CRM system is trackable, on demand, in the many valuable Reports provided
- Reports can be customized along with valuable charts and graphs
- Managers use reports to set individual or branch goals, and to coach their employees, preparing them for successful careers
GoVision iOS Applications
- The Lobby Management Application can be used for member self check-in at branch locations, freeing up staff to focus their attention on the member in front of them.
- Employees using the Marketing Application on their tablet, enter people into drawings and sign-up new members at external marketing events.