Leading Commercial bank offers domestic banking products and services, including savings and current accounts; overdrafts, merchandise loans, pre-shipment export credits, revolving export credits etc. with around 22000 employees and over 1000+ branches positioned in the main cities and regional towns.
In order to improve the sales performance and accessing customer data anytime, anywhere and any devices, it was highly required to switch to a modern customer experience platform from existing legacy system.
Challenges
- Safe migration from Siebel CRM to Sales Cloud with supported modules, associated fields, standard and custom objects.
- Access to the latest business information, product catalogue and customer data in real time on the field.
- Synchronize data for accounts, contacts, opportunities, leads, email, calendar and tasks and access critical information while offline.
- Reports to help Staff members export a list of waived/subsidized members, for them to then manually book Service appointment through the NDIS portal.
- Continue with existing Siebel CRM system to keep the account and contact information records intact.
Solutions
- Implementation of Sales Cloud with all setup extensibility, objects and reports from Siebel CRM.
- Consolidate account and contact data from multiple sources, standardize addresses, resolve duplicate record issues, and ensure a best version customer profile with customer data management.
- Set priority, qualify, score and update leads within the sales cycle while viewing and analyzing the opportunity at the same time.
- Process automation and advanced planning with effective territory modelling, quota management and revenue forecasting.
- Visualize customer data and measure key performance indicators with business intelligence (BI) dashboard and reports.
- Consolidate data from different modules and migrate from existing Siebel system.
- Enable Sale Cloud object and records for Social Network.
- Synchronize account, contact, opportunity and activity Information with exiting Siebel CRM.
Benefits
- A comprehensive solution focused on driving sales performance and connecting business processes.
- Productivity-driven apps offering deep customer insight with the flexibility to adopt and differentiate.
- Increase customer engagement and business revenue with 360 ° view of data.
- Streamlined workflow and business process with high quality data.
- Flexibility to access the data anywhere, anytime via any mobile device for bank agents.
