Client Relationship Managers

One contact. All questions answered.

Your dedicated Client Relationship Manager (CRM) is the link between Credentials Solutions and your institution. The CRM’s goal is to learn everything about your school’s policies and processes, while being your “go-to” resource for everything Credentials.

The CRM group oversees and completes the implementation and training of staff members. During implementation your CRM will guide you toward the best integration of our services with your processes to most efficiently serve your needs. They also customize and brand your order form to comply with your institution’s policies and procedures.

After your institution goes live, your CRM is responsible for investigating and resolving minor system outages and processing errors. They’ll analyze your transaction volumes in the first few months and report back. They will also provide you with an annual review of the numbers so that you can compare your year-over-year numbers and work together on methods for enhancing your production process, whether they be internal or by adding an ancillary Credentials service.