CRM Automation - a case study
Background:
In a collaborative effort between two companies in the financial sector, the founding member of FinACE offered CRM automation services to the other. Recognizing the need to optimize client management processes and data tracking, this initiative aimed to create a tailored CRM solution to improve operational efficiency and client satisfaction.
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Challenge:
The challenge at hand was to design and develop a CRM automation system that seamlessly consolidated client data, interactions, and financial information. The goal was to empower the team with comprehensive insights, streamlined processes, and effective communication channels.
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Approach:
The collaborative project brought together the expertise of the founding member's company in finance, data visualization, and project management. In-depth discussions were held to understand the recipient company's specific requirements, ensuring that the solution catered to their unique needs.
Leveraging skills in data visualization tools, such as Microsoft Power BI, the founding member created a series of interactive dashboards. These dashboards were tailored to display essential client data points, providing an encompassing view of client interactions, financial history, ongoing projects, and performance metrics.
To ensure a seamless implementation, the founding member collaborated closely with the recipient company's tech development team. A comprehensive business requirement document (BRD) was provided, detailing functionalities, user interface, and data integration requirements. This collaborative approach guaranteed that the final product aligned perfectly with the recipient company's goals and client management needs.
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Outcome:
The introduction of the CRM automation system brought about a remarkable transformation in client relationship management for the recipient company. The user-friendly interface enabled quick and efficient access to up-to-date client information, enhancing overall communication and efficiency.
Automated data tracking and visualization empowered the team with valuable insights into client financial health, project status, and historical interactions. These insights facilitated proactive client engagement and personalized services, significantly improving the overall client experience.
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Learning:
This case study underscores the impact of collaboration and the fusion of diverse hard skills. By offering CRM automation expertise, the founding member not only bridged the gap between financial data and client management but also demonstrated the power of tailored solutions in driving operational excellence and client satisfaction.
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