{"id":6996,"date":"2015-10-08T00:00:00","date_gmt":"2015-10-08T00:00:00","guid":{"rendered":"https:\/\/new-www.sii.pl\/case\/dynamics-crm-for-banking-industry\/"},"modified":"2020-03-22T18:37:54","modified_gmt":"2020-03-22T18:37:54","slug":"dynamics-crm-for-banking-industry","status":"publish","type":"case-study","link":"https:\/\/siisweden.se\/en\/case-study\/dynamics-crm-for-banking-industry\/","title":{"rendered":"Dynamics CRM for banking industry"},"content":{"rendered":"<h2>The challenge<\/h2>\n<p>Implementation of the tool supporting the work of\u00a0regional advisers of corporate client and\u00a0allowing the\u00a0management of the sales department to monitor sales KPI.<\/p>\n<h2>What we did<\/h2>\n<ul>\n<li>Analysis of the sales process for a corporate client.<\/li>\n<li>Design and implementation of a system supporting the sales of bank\u2019s products and its monitoring based on Microsoft Dynamics CRM 2011.<\/li>\n<li>Data migration from MS Dynamics CRM 4.0 system.<\/li>\n<li>Extensive, cross-sales reports.<\/li>\n<li>Integration of customer data with accounting system.<\/li>\n<li>Training and documentation for business users and IT.<\/li>\n<\/ul>\n<h2>Effects<\/h2>\n<ul>\n<li>System operating in whole Poland, supporting bank advisors with selling products.<\/li>\n<li>Automatic e-mail notifications in various stages of the sales process.<\/li>\n<li>Standardized reporting of sale and activity of advisors.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>The challenge Implementation of the tool supporting the work of\u00a0regional advisers of corporate client and\u00a0allowing the\u00a0management of the sales department &hellip; <a class=\"continued-btn\" href=\"https:\/\/siisweden.se\/en\/case-study\/dynamics-crm-for-banking-industry\/\">Continued<\/a><\/p>\n","protected":false},"author":56,"featured_media":0,"template":"views\/single-old-case-study.blade.php","offering":[1480],"industry":[1652],"client":[1521],"technologies":[2158,2085,2989,3633],"country":[],"class_list":["post-6996","case-study","type-case-study","status-publish","hentry","offering-dynamics-365-d365","industry-retail-banking","client-dnb-en","technologies-microsoft-dynamics-crm-2","technologies-microsoft-dynamics-crm-2011-2","technologies-microsoft-sql-2","technologies-microsoft-sql-2010"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/siisweden.se\/en\/wp-json\/wp\/v2\/case-study\/6996","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/siisweden.se\/en\/wp-json\/wp\/v2\/case-study"}],"about":[{"href":"https:\/\/siisweden.se\/en\/wp-json\/wp\/v2\/types\/case-study"}],"author":[{"embeddable":true,"href":"https:\/\/siisweden.se\/en\/wp-json\/wp\/v2\/users\/56"}],"wp:attachment":[{"href":"https:\/\/siisweden.se\/en\/wp-json\/wp\/v2\/media?parent=6996"}],"wp:term":[{"taxonomy":"offering","embeddable":true,"href":"https:\/\/siisweden.se\/en\/wp-json\/wp\/v2\/offering?post=6996"},{"taxonomy":"industry","embeddable":true,"href":"https:\/\/siisweden.se\/en\/wp-json\/wp\/v2\/industry?post=6996"},{"taxonomy":"client","embeddable":true,"href":"https:\/\/siisweden.se\/en\/wp-json\/wp\/v2\/client?post=6996"},{"taxonomy":"technologies","embeddable":true,"href":"https:\/\/siisweden.se\/en\/wp-json\/wp\/v2\/technologies?post=6996"},{"taxonomy":"country","embeddable":true,"href":"https:\/\/siisweden.se\/en\/wp-json\/wp\/v2\/country?post=6996"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}