A Large Asset Management Company Improves Its Global Customer Experience with a Single CRM
A single well-defined system to handle all our services. The customer is not bothered by multiple calls for different services, saving us a lot of time and money. Trantor did an amazing job, will surely recommend
Business problem
The client had five separate CRM systems for its sales teams of different business units. The client was looking for a simple solution that would bring down its maintenance cost and give a more consolidated view of its clients.
The client was looking for an all-inclusive, user-friendly platform to help categorize its cross-sell and up-sell opportunities. It needed a flexible platform to be used by its globally spread sales teams.
The multiple CRM systems couldn’t provide a unified customer view
They were outdated and cost-intensive
The client needed a solution with customized localization for its different sales units
Solution delivered
Trantor reconstructed the client’s existing CRM expediting reporting, which helped in improving sales co-ordination and identifying opportunities.
After thoroughly analyzing the client’s business model, Trantor deduced that moving the different CRM systems to the Salesforce ecosystem was the best solution. Trantor assembled a team of Salesforce experts, a technical architect, and data migration professionals. Trantor’s team worked collaboratively with the client’s IT team for a smooth transfer.
Trantor created a change management strategy and worked in planned phases:
Divided the data migration into segments so as not to affect the ongoing business
The data was cleansed before migration to avoid errors
Applied Force.com Migration tool along with DbAMP for loading data in batches
Followed Agile methodology for sequential integration and data migration
Results
Better tracking of customer scenarios
70% saving on CRM services
Improved customer experience with a single tracking system
Industry: Asset Management
