Our client is a major multinational financial institution, providing a comprehensive range of banking and financial services.
Lack of information storing rule and system (regional & global). Each business unit, division and office manage information independently in its own systems and files.
Decline in marketing ability, regional & global level.
Difficulty in supporting regional offices.
Increasing effort of responsible sales staff.
Concerns about security & data privacy risks.
Implemented a Global CRM system using Salesforce for bank's Corporate users globally.
Enabled information sharing between all units and divisions by establishing a common systems and processes for managing clients, opportunities, call memo's, 3-pipeline reporting, contacts, and dashboards/reporting.
Supported customer information storing through systematic recording of customer information and customer interactions.
Provided for access control and security based on a data sharing solution that meets legal and regulatory requirements.
Common view of customers according to regions are on same system that supports a globally dispersed sale teams.
Built a productivity consistent operating models/processes.
Addressed complex data sharing and privacy requirements.