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Project Insight (EVERYONE (Benefits of CRM (Better Data and Tracking…

- - - - Dialogues walk you through procedures, so less digging through DIY and less guesswork
      - Back office- always get the information you need
      - fewer errors
    - - Leaders- stay in the loop with your team's production
      - Frontline- check status on member requests
      - Back Office- queues for tracking requests
      - Leadership & Technology- more data = better org strategies
    - - tracking interactions = more informed Mazumans
      - Shorter processing times = shorter wait times
      - more time for consulting
      - Easily set reminders for member followups
- - - - Lien Release
      - Stop payment
      - Wire
      - Card Block