Dynamics CRM for banking industry
Implementation of the tool supporting the work of regional advisers of corporate client and allowing the management of the sales department to monitor sales KPI.
What we did
- Analysis of the sales process for a corporate client.
- Design and implementation of a system supporting the sales of bank’s products and its monitoring based on Microsoft Dynamics CRM 2011.
- Data migration from MS Dynamics CRM 4.0 system.
- Extensive, cross-sales reports.
- Integration of customer data with accounting system.
- Training and documentation for business users and IT.
- System operating in whole Poland, supporting bank advisors with selling products.
- Automatic e-mail notifications in various stages of the sales process.
- Standardized reporting of sale and activity of advisors.
Microsoft Dynamics CRM 2011, Microsoft SQL 2010