• What is CRM
• CRM Expertise

• Training agenda
• Training Costs

CRM software for bank

CRM Business objectives

	Retaining the customers, loyalty development

	Cross-sells management

	Acquiring the new customers

	Better sales person effectiveness

	Management decisions support

CRM Business objectives:

Retaining the customers, loyalty development:

1. Defining the most profitable customers.
2. Working according to corporate rules and business processes that are different for different customer types.
3. Customer activity monitoring (integration with bank system).

Cross-sells management:

1. Creation of the single information source for all bank branches, finding associations between customers.
2. Improvement of the internal communications between different departments.

Acquiring the new customers:

1. Creation of the prospects database and its segmentation.
2. Improving the campaigns effectiveness.
3. Using the corporate standards for customer interactions.

Better sales person effectiveness:

1. Integrated customer data in one place.
2. Automatic reports and documents creation.
3. Organizing team-sales.

Management decisions support:

1. Customers migration analyzing.
2. Customer associations analyzing.
3. Customer dynamics forecasting.

Featured CRM project description