CASE 1

    • Overview：

      For financial services organizations, maximizing the value of existing clients is essential to business growth. We offer CRM deployments that deliver the insight necessary to generate real cross-selling and up-selling opportunities．

      Business Needs

      The client had several sales automation tools, spread across various departments. A decision was made to create a single, centralized CRM system that would:


      1. Be easier to maintain

      2. Ensure fast adoption and effective usage

      3. Provide managers and staff with a unified view of every customer

      Solution:

      IDC deployed an industry-specific CRM, built from elements of Microsoft Dynamics CRM Online, Office, SQL Server and SharePoint. This solution empowered the client to:


      1. Centralize customer information and share it across departments

      2. Service customer requests more rapidly

      3. Improve cross-selling and up-selling opportunities

      Benefits:

      1. Empowered staff to be more productive

      2. Maximized customer satisfaction