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Implementation of CRM Framework

Angolan Financial Institution

Implementation of CRM Framework

From a perspective of customer orientation and loyalty, in addition to the need to follow-up and monitor the commercial activity, Financial Institution decided to  adopt a new working model, supported by a CRM solution that is capable of achieving the following goals:

•  Enhance sales and increase Customer profitability
•  Provide a unique and complete overview of the Customer
•  Register and manage potential Customers
•  Automate Processes
•  Manage the life cycles of marketing campaigns
•  Dashboards and reports containing information that allow for strategic and timely interventions

Case Study - Framework CRM.pdf