GMCS, a company belonging to the Maxima group, has completed the first phase of work on the CRM system for Kazan Bank. They used the Russian GreenData platform to quickly launch the functional blocks of the system: sales, customer service and marketing.
The bank chose this platform to have an import-independent solution that can be flexibly customized to its needs. Adel Mukhametzyanov, director of Kazan Bank’s IT department, noted that managers are already using dashboards in the system to monitor the effectiveness of working with customers.
In addition to providing a “sales funnel” for each customer category, a CRM system also provides the tools to drive higher sales and drive loyalty. Managers can easily get analytical reports on various aspects of the activity. The project is planned to be completed by 2025, when the bank will install a modern CRM system that fully complies with industry requirements.
Source: Ferra
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