Case study of a major bank struggling with inconsistent sales activities
Instructions to sales staff are given more quickly, allowing for more time to respond to customers.
Products and services introduced
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Pre-implementation issues
Although various attempts have been made in the sales department up until now, the problem was that results varied greatly depending on the skills of each individual.In addition, the planning department and customer service departments needed to develop flexible services to meet the changing needs of customers.
Effect after introduction
After implementing the platform-based CRM, instructions to salespeople could be viewed on a PC screen, reducing the time lost when giving instructions face-to-face. This allowed salespeople to spend more time interacting with customers. Furthermore, based on the accumulated customer management data, it became possible to develop numerous plans in a short span of time.
