Customized Customer Relationship Management for a
reputed Financial Company
A CRM to handle 80,000 customers. Facility of cross
marketing between different services (departments) offered
by company. User profile maintenance, Sales pipeline
details, lost pipeline, customer profile maintenance,
proposal & invoice generation, mail labeling, online
knowledge bank etc. were a few important functionalities
for all users.
Retail
Win Customer Retention through Customer Reward Points
Development of on-demand loyalty card system for a
customer and management of earned loyalty points.
Complete client profile maintenance to differentiate the
high value customers