Webinar: Leveraging CRM to drive dealer management efficiency and growth
Jul 25, 2024
Indirect dealer relationships are critical to credit unions. 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.
In this webinar, we covered:
- 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.
Presenters
Sara Circosta, Manager, Business Development
Robin Early, Manager
Gerald Pennington, Vice President
