Project for Norvik Banka
Automation of direct sales with CRM
Task
Automate the client service in part of direct sales
Solution
Navicon Retail Banking, Navicon Corporate Banking
Timing
5 months
Project goals
Improve the client service
Assign a personal manager to each client
Monitor the bank’s internal service procedures
Automate the document circulation
Facilitate access to up-to-date client-related information
Project features
Geographically distributed structure
Integration with the bank’s internal systems
Tailor-made interface
Fully remote deployment of the system at the bank
Results
Feedback
«We had been familiar with Microsoft Dynamics CRM solution, as it had been implemented in one of the group’s banks. That’s why our choice of Microsoft Dynamics CRM 2015 wasn’t very difficult – we were sure of this platform’s capability and potential. Navicon’s successful cases of СRM implementations in financial organisations were of no less importance».