Wow Your Members with ACSJ and Other Episys Tools

Wouldn’t you love to wow your members at every opportunity?  Be able to efficiently cross-sell products they really want?  Greet them by name (or preferred nickname) and ask about their kids and dog?  Join us for this webinar and learn how to put smiles on members’ faces with personal touches you can easily create using tools already in Episys.  In this session, we will cover:

• Mastering cross-selling using Account Cross-Sell Jumpstart (ACSJ) and affiliated reports
• Using Outlook Integration to schedule timely follow-ups
• Creating comments on the account tree to add personal touches for each member
• Using the Member Fee Manager and other tools in Episys to offer alternatives that will improve member retention