CRM development for retail bank

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CRM development for Retail Bank process

The Customer is a software company that offers ERP, CRM and BI systems based on SAP and Microsoft Dynamics CRM as well as custom purchase automation systems for state and private companies.

CHALLENGE

The Customer was developing a CRM system for a bank with over 1 million clients.

Aiming to deliver the project on time, the Customer chose 1Datagroup as a Microsoft Dynamics CRM consulting partner with 10 years of experience to streamline the development process.

CLIENT:

INDUSTRY:

Banking Retail

PROJECT TIMELINE:

13 months

Technologies

Microsoft Dynamics CRM
.NET
WPF
SQL Server Reporting Services
SDK 4.0

SOLUTION

Phase 1:

In the course of the project, our experienced developers of solutions for customer experience management in banking created three modules:

Customer base management: managers can create both individual and corporate client profiles by filling in the form or importing data from Microsoft Excel files.

There is an alert to avoid creating duplicate profiles. The module allows to find and edit the existing client profiles. Once a profile is in the system, users can create and assign products (deposit or multiple deposits) to it.

Phase 2:

Sales activities planning: every day, managers automatically receive tasks to perform a certain number of sales activities.

Users by themselves plan calls and meetings with clients. Upon the activity completion, managers report the results. There are certain options to report: no answer, call back later, not interested, send presentation and others.

Advanced analytics and reporting: the higher executives can analyze an employee performance through comprehensive visualized reports containing such metrics as sales per time period, branch, manager and more.