WHY THEY CHOOSE TO WORK WITH US?
Northwestern Bank’s previous customer management system was too admin intensive, difficult to support across multiple offices, and had poor integration capabilities. They were challenged with too much manual work and needed a solution to automate their processes and provide valuable data. With a prior long existing relationship with TopLine Results and trust in our CRM expertise, they requested our guidance in finding the best solution for their business.
WHAT RESULTS DID THEY SEE?
Northwestern Bank has experienced a significant transformation in their business operations since migrating to Zoho CRM. Previously, they relied on monthly sales reports in Act! to track loan opportunities. Some analysts spent a considerable amount of time pulling data, and other users focused on activity tracking. This all limited their ability to effectively engage with their customers on a personal level. However, with Zoho, their CRM has become a powerful tool for enhancing their customer relationships. Now their sales teams can leverage real-time insights into marketing activities such as social media, newsletters, email communication, and events that are generating leads and activity. Marketing and C-level managers can track the analytics and follow up on activities through detailed reporting. This automated visibility saves Northwestern Bank time and empowers their sales and marketing teams to engage with customers more proactively, to build and maintain stronger relationships.
CUSTOMER QUOTE
“Working with Topline is a great experience. The team is very responsive and great at proactively thinking about our marketing needs. I know that when I reach out with a question, they will get back to me with a timely response. If they don’t know the answer to my question, they will track it down for me. The team checks in with me frequently to ensure I have access to the tools I need and that I know how to use them. When we chat, they are fun and genuinely interested in my experience with the tools they provide, as well as, keeping me informed of new technology.”
Amanda Parkinson, Associate Vice President of Marketing
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