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Large German international bank – CRM and sales management system

Business Challenge  Set up a pan-European project to implement a new sales management concept  Software to be used for the client's retail banking organization in Poland, Italy, Spain and Portugal (region)  Standardize and structure the commercial activities for the region  Centralized system, minimizing IT costs

 Joint requirements for all countries  Three main modules:  CRM: branches front-end for sales support  NPV: calculation of Net Present Value  SPM: sales performance monitoring © Copyright GFT Technologies AG


Large German international bank – CRM and sales management system

GFT Performance

 Responsibility for development of new CRM and sales management system for all countries, data feed for CRM in Italy and Poland and NPV and data feed SPM for Spain  Up to 35 people worked on all the related projects  Performed international rollout in four countries

© Copyright GFT Technologies AG


Large German international bank – CRM and sales management system

Outcome / Benefits

 New CRM activities tool based on previous CRM (already used in Spain and Portugal)  Planning and follow-up of commercial tasks  CRM: alerts (risks, products, maturities), campaigns, cross selling, ...  Use of functional specification as a basis for including new requirements of Poland and Italy (also some of them of Spain)  Package selected for SPM

 Each country prepares the NPV data and CRM data for uploading © Copyright GFT Technologies AG

CRM and sales management system for a large German international bank  

GFT sets-up a pan-european project to implement a new sales management concept and develops new CRM and sales management system used for the...

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