CRM in Banking: 1- Day Briefing


1-day introduction to CRM solution in Banking companies regarding Sales, Marketing & Customer Care processes.

Using digital intelligence to reimagine what’s possible for your business, Dynamics 365 works across sales, customer service, field service, operations, financials, marketing, and project service automation. Banking companies in these days have many challenges towards the digital transformation that society requires.

This transformation implies to:

  • Have an optimal customer experience toward all channels
  • Support customer in their decision by proposition solutions that fits their needs
  • Have a complete overview of the customers, through all touchpoints available such salesmen, customer care and marketing users that shares insights among habits, interests, and also problems of the customer base.

Cluster Reply has deep experience in lead banking companies to this kind of transformation and in this 1-day briefing can share their experience and suggest solution that can bring users to a new digital platform for manage a complete customer experience.

This 1-Day meeting will cover*:

1. Presentation of Cluster Reply and its expertise
2. Generic presentation of Dynamics 365 CRM suite (Dynamics 365 Marketing, Dynamics 365 Customer Care, Dynamics 365 Sales and Dynamics Customer Insights),  and PowerPlatform solutions
3. Demonstration of a generic customer solution in banking market
4. Deep dive session for specific needs among Sales, Marketing and Customer Care processes
5. Round table and definition of next steps.
  • The content, timing and consequently the price of the meeting will be assessed based on the specific needs of the customer.

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