These slides are from a webinar hosted by ClaritySoft and CU Training, a ClaritySoft customer. Mary-Ann Pederson, VP Marketing at CU Training, begins by giving her perspective on several CRMs she has used over her career and then demonstrates how she used CRM/Email Marketing to grow her business 23% last year.

1. IT’S ABOUT COMMUNICATING
THE CLARITYSOFT DIFFERENCE
Mary-Ann Pedersen
CU Training Inc.

2. Participate

3. Agenda
• CU Training overview
• Business issues
• Demo
• Why ClaritySoft?
• Lessons Learned
• Q&A

4. Overview
• Provide credit union learning management
systems and training to over 450 credit unions
in North America
Market Share
Growth
Canada 40%
20%
US 0%
2008 2009 2010 2011
0% 20% 40% 60%
ClaritySoft
Installed

5. Business Issues
Customer Growth New CU Internal Issues
service issues requirements Training • Limited budget
• Limited access to • Limited prospect employees • Keep our data on
customer communication our systems
• Multiple
information tracking locations • Limited
• Single contacts • Limited ability to resources
• Limited CRM
• Ineffective target by experience • Poor support
service segment • Need a solution
• Different
announcements requirements now
reach

6. Customer Service is Everything
More Communication
Service
Webinars Issues
Announcements
Result
Keeping Increased
Referrals Increased Longer term Proactive vs. Faster
more customer
increased usage renewals reactive releases
customers touches
Customers are engaged and feel supported

7. Growth Requirements
It’s about marketing
Many focused campaigns by segment Email, mail and phone
Result
Make It Count Campaign
Detailed market analysis Significant revenue
now available increase • 50% growth

8. Demonstration

9. New Employees
It’s about information
Accessing information Easy to find accurate
Tracking support calls
anytime, anywhere information
Result
Proactive vs reactive Everyone uses the
Less errors – more use
response CRM

10. Internal Issues
It’s about time and money
ClaritySoft
Easy to import Intuitive, user No techies
competitively
information friendly required
priced
Result
1 day CS customized to
Easy to change Everyone uses CS
implementation our business

11. Why ClaritySoft?
• Does what we want it to do
• Action plans
Flexibility #1
• Use only the information you need
• So easy to change
• Up and running with customized solution in 1
Rapid day
deployment
• Provide regular training webinars
Reporting/ • Slice and dice data with group tool
analysis • Exports for further analysis
• Integration into other applications
Control
• We keep our database
• Responsive
Support
• Smaller company, open to feedback

12. Lessons Learned
Learn and train
WIIFM
CRM is a tool
One person responsible
Get stakeholders involved
What’s the plan

14. Contact Information
Kelley Sieger Mary-Ann Pedersen
ClaritySoft CU Training Inc.
(614) 522-9276 (888) 466-1634 extension 300
ksieger@claritysoft.com Mary-ann@cutraining.com