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How a Leading Financial Institution increased its Sales Efficiency using Microsoft Dynamics CRM

How a Leading Financial Institution increased its Sales Efficiency using Microsoft Dynamics CRM

The client is a financial institution serving 23 million customers worldwide. Its Customer Acquisition and Sales Enablement (CASE) catered to over 2000 employees across the globe. The organization wanted to automate the application to drive efficiency as well as to glean insights about customer performance trends.

HCL deployed Microsoft Dynamics CRM 3.0 Application Design. The partnership also resulted in functional enhancements for CASE. As a result, the firm obtained complete visibility of customer activities across the business, while generating increased sales volumes. To read about the engagement in detail, download this case study.

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