CRM in Banking: 1- Day Briefing by Cluster Reply


A 1-day introduction to CRM solutions for Banking companies, focusing on Sales, Marketing & Customer Care processes.

Leveraging digital intelligence to redefine the potential of your business, Dynamics 365 operates seamlessly across sales, customer service, field service, operations, financials, marketing, and project service automation. Banking companies today face numerous challenges in meeting the demands of digital transformation imposed by society.

This transformation necessitates:

  • Delivering an optimal customer experience across all channels
  • Assisting customers in their decision-making by offering solutions that cater to their needs.
  • Gaining a comprehensive understanding of customers through all available touchpoints, including sales representatives, customer care, and marketing personnel, who share insights on customer habits, interests, and issues.

Cluster Reply boasts extensive experience in guiding banking companies through this type of transformation. In this 1-day briefing, they can share their expertise and propose solutions that can lead users to a new digital platform for managing a complete customer experience.

This 1-Day meeting will include*:

  1. Introduction to Cluster Reply and its expertise
  2. General presentation of the Dynamics 365 CRM suite (Dynamics 365 Marketing, Dynamics 365 Customer Care, Dynamics 365 Sales, and Dynamics Customer Insights), as well as Power Platform solutions.
  3. Demonstration of a generic customer solution in the banking market.
  4. In-depth sessions to address specific needs within Sales, Marketing, and Customer Care processes.
  5. n-depth sessions to address specific needs within Sales, Marketing, and Customer Care processes.

*The content, timing, and cost of the meeting will be assessed based on the customer's specific requirements.

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