>   Customer:

·      One of the leading European financial groups

·      Industry: Financial services

>   Objectives and challenges:

·      Prepare organizations for synergies between various business lines

·      Improve forecasting accuracy and introduce sales support tools

·      Reduce customer churn on the dynamically shifting market

>   Solution:

·      Business processes design and implementation of IT system to support 700 customer advisors in planning, forecasting, monitoring and reporting of banking and insurance product sales on the corporate customer market. Additionally the systems encourages knowledge sharing, customer information collection and allows for effective time management including call reporting.

·      Technologies used: Siebel Financial Services, Siebel Insurance, Siebel P&C Policies, Siebel Sales, Siebel Forecasting, integration with domain systems

·      Areas covered: Opportunity Management, Account Management, Contact Management, Activity Management, Call Reporting, Sales Planning, Forecasting

>   Benefits:

·      Sales effectiveness increase and better utilization of the network

·      Increase in sales planning and forecasting accuracy

·      Customer insight sharing resulting in better proposals and higher conversion ratios

·      Customer information acquisition for more comprehensive service in the future