A case study of a regional bank aiming to centralize customer management
Centralizing information takes a step forward toward organized sales
Products and services introduced
Related keywords
Pre-implementation issues
Until now, customer information had been managed using a variety of tools and methods, which meant it took time to get a complete picture of the customer. One of the drawbacks was that it took time for branch managers and headquarters to check the data, making it difficult to provide support in a timely manner.
Effect after introduction
CRM centralizes customer information that was previously managed separately, allowing for surprisingly fast access to customer information. Work efficiency has improved dramatically, allowing for more time to be devoted to sales activities. Furthermore, instructions from branch and division managers can now be given at the appropriate time, bringing us one step closer to our goal of organized sales.
