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CRM-project example

 

 

CRM Business objectives:

Retaining the customers, loyalty development:

  1. Defining the most profitable customers.
  2. Working according to corporate rules and business processes that are different for different customer types.
  3. Customer activity monitoring (integration with bank system).

Cross-sells management:

  1. Creation of the single information source for all bank branches, finding associations between customers.
  2. Improvement of the internal communications between different departments.

Acquiring the new customers:

  1. Creation of the prospects database and its segmentation.
  2. Improving the campaigns effectiveness.
  3. Using the corporate standards for customer interactions.
Better sales person effectiveness:
  1. Integrated customer data in one place.
  2. Automatic reports and documents creation.
  3. Organizing team-sales.
Management decisions support:
  1. Customers migration analyzing.
  2. Customer associations analyzing.
  3. Customer dynamics forecasting.


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