Financial CRM

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Financial CRM Financial CRM
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Rating:
4.1 (100+ ratings)
8.8k
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Problem Definition

Your client is a big financial services company in Germany that just implemented a Client Relationship Management (CRM) system. Its intention is to provide the leadership with a real time view into the organisation’s sales channel.

Before the introduction of the CRM system the sales teams have maintained the client sales information in separate Excel spread sheets. This made it very complicated for the managers to have an overview of the latest information.

At the end of the fiscal year, all sales teams have to migrate their sales data into the new system. They want our advice regarding the necessary change management.

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8.8k
Times solved
Beginner
Difficulty
Do you have questions on this case? Ask our community!

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