Implementation of a Customer Relationship Management solution: CRM

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Project:

Project name:

CRM Implementation

Customer:

Chaabi Bank (subsidiary of the Banque Populaire banking group – BCP)

Sector of activity:

Financial institution: Bank

Country:

Morocco

Challenges

Consolidate customer data in a single tool and have a 360° view of a customer
Monitor the various interactions with customers and respond effectively to their requests on several channels
Use intuitive and secure technology, easy to integrate with the bank’s “Core Banking” solution
Use mobility for connection with capabilities to connect in offline mode

Description

Implementation of the “Microsoft Dynamics CRM” solution and the “Customer Insights” solution for a 360° view of customers:
Customer and contact management
Integration of the “Customer Service” module
Integration of the “Customer Insights” solution
Integration of the “Sales Force Automation” (SFA) and “Marketing” modules for agents
Integration with the bank’s web portal
Integration with the bank’s “Core banking” solution and automatic synchronization of common data
Automatic generation of dashboard, reports and performance indicators (KPI)

expertise

solutions

USE CASE TO DISCOVER

Insurance

Integration of Electronic Document Management software “EDM” and mail management software

Bank

Redesign of Financial Dashboards

Distribution

Implementation of a solution for monitoring the cold chain & fleet management solution (GPS)

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