Subject area of CRM-system implementation

1. Which of the banking activities will be managed by CRM? Please prioritize them

• Sales to the retail clients;
• Sales to the corporate clients;
• Analytics;
• Contact center;
• Debts recovery;
• Carrying out of legal processes;
• Marketing activities;
• Branch to branch customer support;
• Managing the “life cycle” and customer segmentation.

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2. Is there detailed description of bank business processes that require automation? Please specify.

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Integration

1. Which external systems is CRM system supposed to integrate with?

• Telephony
• ABC;
• Processing system;
• Postal server;
• Gateway SMS-box;
• Social networks;
• Viber/WhatsApp/Telegram

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2. Which type of integration do you prefer?

• Online;
• Offline.

3. Which ways of integration do you prefer?

• Integration through Intermediate bus;
• Integration through the facilities web service/API;
• Integration through Gateway tables with object system structure.

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Technical demands

1. How many employees will be involved in the system?

• less than 100
• 100 - 200
• more than 200

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How many customers and agreement approximately will be stored in the data-base?

• less than 50 000
• 50 000 - 150 000
• more than 150 000

3. What type of CRM is preferable?

• Web application
• Desktop application

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4. Do you have plans for spreading the system to all the branches? If yes, for how many?

• Yes
• No

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5. Please share the technical features of the future system server

6. What are the technical characteristics of work places of future system workers?

7. Do you need a Multilanguage / Multi-currency system support?

• Yes
• No

Comments:

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Your contacts

Name

Position

Company

Phone

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