Technology to manage customer relations evolves and improves in leaps and bounds. It can be hard to keep up to date with the latest innovations. But fall behind and your competitors may outpace you.
Assisting a Global Asset Manager to overcome a complex legacy Salesforce platform and develop a target operating model
Developing a solution to enhance Customer Relationship Management capabilities.
An informed approach for migrating off an inefficient legacy CRM platform and on to Salesforce in a phased manner; ensuring full business continuity and making it compatible with a future global model.
Analysis of current sales approach led us to conduct an expedited salesforce implementation, to give a coherent client experience across sales and marketing in Europe, and support rapid growth targets.
Migrating disparate geographies and sales channels on to a shared, business wide CRM solution, with consolidated reporting and data.
Exploring the emergence and increasing importance of the AuM hub concept