Leveraging CRM to drive dealer management efficiency and growth
7/25/2024 11:00 AM - 11:45 AM (CT)
Type: Live Webinar
Industry: Financial Services, Financial Institutions
Service: Digital services, Enterprise solutions
Indirect dealer relationships are critical to credit unions. Join us as indirect lending leaders Gerald Pennington and Robin Early speak on how you can use a CRM to create efficiencies, mitigate compliance risk and grow the right relationships by leveraging a dealer score card.
By attending this free webinar, you will learn how to:
- Better manage and quantify the value of your dealer relationships.
- Create and deliver a monthly dealer scorecard showing key dealer metrics.
- Track all dealer data to minimize compliance and audit risk and optimize relationships.
You’ll also learn about Salesforce’s dealer management functionality and be able to ask questions.
Space is limited, so reserve your spot today.
REGISTER NOW
