Multi-Sector CRM Implementation for a Financial Leader

Jun 04, 2024

BANKING | CRM SOFTWARE

One of the leading companies in the financial industry required us to create and implement a CRM system in the corporate, retail and call center areas of their organization. The introduction of the CRM system was planned in a period of 18 months, we were asked to manage the entire process.

Approach

To help our client achieve their desired outcome we provided them with expertise and took ownership of the entire process. In the course of our cooperation, we have:

Performed a detailed analysis of requirements – both business and technical.
Created implementation strategy and timelines.
Designed Solution architecture.
Conducted risk mapping and prepared mitigation strategies for identified risks.
Ensured data security and compliance with regulations.
Conducted an agile, iterative development and implemented the solution in a staged manner.
Customized the CRM to cater to the needs of each sector.
Trained end users across different departments for effective CRM utilization.
Provided post deployment support.

Team ROLES

Software Engineers (Java, Python, MySQL),
Data Analyst (SQL, Python, Tableau, Power BI),
Business Analyst (SQL, Tableau, Adobe XD, MS Dynamics),
System Integrator (MuleSoft, Dell Boomi),
Project Manager.

Outcome

Thanks to close cooperation with the client and adaptability of our team we were able to develop and implement the CRM in desired timeline. Successful implementation resulted in:

Enhanced data security and compliance with regulatory standards.
Increased efficiency in handling customer queries and issues.
Automation of customer related processes leading to cost reduction.
Enhanced employee productivity and satisfaction due to user-friendly and intuitive interface and streamlined processes.
Improved customer relationship management across all sectors.

Project Team

Our cooperation includes a team of versatile professionals in various roles and specializing in different technologies, including:

Architects (Node JS)
Developers (Node JS, Java, React)
Testers (Java)

Conclusion

This project not only streamlined the client’s customer relationship processes but also proved our expertise in integrating CRM solutions across multiple business units. The success of this project strengthened our relation with the client and our position as one of their preferred vendors.

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Case Studies

Multi-Sector CRM Implementation for a Financial Leader

BANKING | CRM SOFTWARE

Approach

Team ROLES

Outcome

Project Team

Conclusion

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