Case "Development and implementation of CRM system, integration, automation advice"
- Implement CRM
- Organize centralized customer service of the Bank through telephony.
- Organize incoming and outgoing calls, customer support and UpSales.
- Reduce call handling and problem-solving time.
As a result, it was developed:
- Full integration with the main banking systems to have all the contacts and financial data in CRM.
- Integration with IP ATS for the CRM customer's pop-up profile when the customer calling.
- Custom forms to connect new banking services with automatically filled out customer data stored already in the system.
- Reports, custom modules, email notifications, etc.
- The client's processing time has been reduced to 50%.
- The time to process the loan application for the client was reduced to 1 hour.
- Operational Director, Serhii Klevaichuk.