Back to Case Studies
CRM Development to Streamline Sales

The client is a technology solutions provider specializing in ERP, CRM, Business Intelligence, and procurement automation solutions built on SAP and Microsoft Dynamics platforms. The organization was engaged in developing a CRM solution for one of the country's largest banking institutions, serving over 7 million customers through a network of 180 branches and 7,000 employees.

Result

7M+ customers served

Result

40% fewer duplicates

Result

35% faster activity tracking

Challenges

The bank required a scalable CRM platform capable of supporting customer management, sales activity planning, and performance monitoring across its extensive branch network. Managing large volumes of customer data, coordinating sales activities, and providing actionable insights to management required a structured and centralized approach.

  • Managing customer information across a large and distributed banking network.
  • Ensuring accurate creation and maintenance of individual and corporate customer profiles.
  • Eliminating duplicate customer records.
  • Standardizing sales activities and follow-up processes across branches.
  • Tracking sales performance and customer engagement activities consistently.
  • Providing leadership teams with visibility into branch, manager, and sales performance metrics.
  • Delivering the CRM solution within strict project timelines.

Solutions We Provided

upgrade.png

Customer Base Management

  • Creation of individual and corporate customer profiles through manual entry and Excel-based imports.
  • Automated duplicate detection to prevent redundant customer records.
  • Customer search, update, and profile management capabilities.
  • Product assignment functionality for banking products and services.
  • Centralized customer information accessible across the organization.
upgrade.png

Sales Activity Planning

  • Automated task assignment for daily sales activities.
  • Planning and scheduling of customer calls and meetings.
  • Structured activity tracking and outcome reporting.
  • Standardized response categories such as callback requests, presentation sharing, customer interest levels, and follow-up actions.
  • Improved visibility into sales execution and customer interactions.
upgrade.png

Advanced Analytics & Reporting

  • Performance dashboards for management and branch leadership.
  • Sales performance analysis by employee, branch, and reporting period.
  • Visual reporting for easier monitoring of sales effectiveness.
  • Improved visibility into operational and customer engagement metrics.
  • Enhanced managerial oversight through centralized reporting.

Technology Stack

Impact

upgrade.png

7M+ customers served

support.png

40% fewer duplicates

automation.png

35% faster activity tracking

implementation.png

100% centralized reporting