Price calculation

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Subject area of CRM-system implementation

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

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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?

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2. Which type of integration do you prefer?

3. Which ways of integration do you prefer?

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Technical demands

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

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

3. What type of CRM is preferable?

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

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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?

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Your contacts

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