Implementation of CRM system in the bank

For one of the major players in the banking sector, with more than 20 years of experience in the market, a project to implement a Lead Management System based on a modified open source CRM - vTiger CRM - was successfully implemented. The project was aimed at improving interaction with customers and increasing the efficiency of work with requests.

The main task was to create a functional system for processing requests from individuals and legal entities, which allowed the bank to quickly and efficiently manage the flow of customers, optimizing the process of interaction with them. The implemented CRM system with flexible customization and adaptation to the specific needs of the bank made it possible to quickly process incoming leads and assign the necessary actions for further interaction. This solution also included integration with external and internal services, which allowed the bank to integrate the work with requests, their analysis and further processing into a single platform.

The implemented lead processing system within CRM vTiger has significantly increased the accuracy and speed of customer service, improving the quality of service and providing greater satisfaction from the interaction with the bank. The system, which now 100% supports the processing of both individuals and legal entities, guarantees the fulfillment of all business processes, eliminating data loss and reducing the likelihood of human error.

Thanks to this project, the bank was able to implement end-to-end processes for handling all stages of lead generation - from the initial contact to the completion of the transaction. The system made it possible to track the entire history of interactions with clients, analyze sales efficiency and increase the transparency of processes at all stages.