Customized Customer Relationship Management for a reputed Financial Company

Modified on November 23rd, 2023

The Client

14 years old, one of the leading financial services company in India with more than 80,000 customers

Business Situation

The client was using a manual process to maintain the records of their customers and sales & marketing activities. Due to increased number of customers and sales volume, client started facing problem with the existing number of personnel with manual system. Client approached Briskon for a new cost effective online system.

The Challenges

Understanding all the processes while communicating to all departments and creating a roadmap such that all users get benefits with new system. The system must serve sales pipeline, cross marketing, customers with single online application. The system has to be highly scalable and robust to accommodate additional functionalities and features.

The Solution

Briskon developed an internet based centralized robust application providing automated functionalities pertaining to sales automation, customers, proposal & invoice generation, cross marketing, emailing etc.

Important features captured with solution

  • A sleek and simple user experience for its members and administrators.
  • User profile maintenance
  • Sales pipeline details
  • Lost pipeline details
  • Account management
  • Customer details
  • Proposal & invoice generation
  • Online calendar
  • Cross marketing
  • Email
  • Mail labeling
  • Online knowledge bank

The Benefits

  • Centralized database connecting all the stakeholders
  • Ease of work
  • Clear visibility of sales
  • Quick Quotation generation using pre defined templates
  • Efficient communication with customers
  • Handling large number of customers
  • Handling customers better with designated account managers