Our CRM Smart Cycle is our guarantee for a successful implementation. Nothing is left to chance! Our thorough roadmap ensures a seamless transition following a step by step procedure.
CRM is more than just centralizing customer information and visibility into the sales funnel (although it will give you that too!). It is more about improving the way your sales, customer service, and marketing teams work.
Solutions Metrix offers platform-agnostic CRM solutions to top banks, credit unions, and many other institutions in the US and Canada.