Large German international bank – CRM and sales management system
Business Challenge Set up a pan-European project to implement a new sales management concept Software to be used for the client's retail banking organization in Poland, Italy, Spain and Portugal (region) Standardize and structure the commercial activities for the region Centralized system, minimizing IT costs
Joint requirements for all countries Three main modules: CRM: branches front-end for sales support NPV: calculation of Net Present Value SPM: sales performance monitoring © Copyright GFT Technologies AG
Large German international bank – CRM and sales management system
GFT Performance
Responsibility for development of new CRM and sales management system for all countries, data feed for CRM in Italy and Poland and NPV and data feed SPM for Spain Up to 35 people worked on all the related projects Performed international rollout in four countries
© Copyright GFT Technologies AG
Large German international bank – CRM and sales management system
Outcome / Benefits
New CRM activities tool based on previous CRM (already used in Spain and Portugal) Planning and follow-up of commercial tasks CRM: alerts (risks, products, maturities), campaigns, cross selling, ... Use of functional specification as a basis for including new requirements of Poland and Italy (also some of them of Spain) Package selected for SPM
Each country prepares the NPV data and CRM data for uploading © Copyright GFT Technologies AG