Support / FAQ
We can be virtually at your side by connecting to your computer via the Internet. We show you what to do by inserting notations on your screen OR we can take control and describe what to do while we are doing it for you. You must grant us permission before we can view or take control of your desktop.
Does it really do what I need it to do? Yes! New Vision has been a leader in the CRM software business for credit unions for over 12 years, we know what you need to manage and grow your business. Schedule a demo and let our founder, Dominick Edwards, tell you exactly how SEGManager is able to grow your credit union.
In a world of data hacks, how secure is SEGManager?
SEGManager is extremely secure. It does not store member data (account numbers, member numbers, etc.)
How soon can I be up and running with SEGManager?
New Vision knows you need a great CRM solution now. SEGManager 12 is available for purchase and download right here, so you and your team can be using SEGManager in hours, not weeks.
Automation is the key!
Your Partner Compant results will be measured over time with increased penetration and profitability.
Capitalizing on Partner Company opportunities requires a commitment of both time and money. The more logical and organized the approach to business development, the less stress that will be placed on available human and financial resources, resulting in the maximum return on investment.
In order to capitalize on these opportunities, it is essential for credit unions to have the sales, marketing and tracking tools to facilitate administration of current and prospective relationships.