Sales Tools Crash Course
Service info
A two-hour meeting to walk through CU*BASE dashboards (up to seven), Member Connect, Common Bonds, and a short discussion of what’s possible through the Data Warehouse (AI*Engaged).
Deliverables
A live demo of sales tools and related technology.
One-time fee:
$750 – $1000
This course is free for credit unions that have converted to CU*BASE within the last 12 months.