Enterprise Software

Personalised Banking Services With Microsoft Dynamics CRM

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Executive Summary

Sales support had been provided partly by the Bank portal from the front-end. "However, the core banking systems used by the employees in the background mostly functioned as silos, resulting in the lack of feedback on the entire process of how the customers were served. The Microsoft Dynamics CRM 4.0 powered operational CRM and front-end solution provides a single view of the customer and an integrated approach in the management of the preferred channel of the sales campaigns. The system increases the efficiency of more than a thousand employees and also provides support to managers in monitoring performance and in motivation.

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