Customized customer relationship management for a reputed financial company

Modified on July 3rd, 2024

The client

A 16 year old 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 an increased number of customers and sales volume, the client started facing problems with the existing number of personnel while still using the manual system. The 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 benefit from the new system. The system must serve the sales pipeline, cross marketing, and customers with a 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 our solutions are:

  • 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 predefined templates
  • Efficient communication with customers
  • Handling large numbers of customers
  • Handling customers better with designated account managers