A mid-sized US bank needed to overhaul its CRM to better engage prospects and customers, improve sales cycle speed, and maximize revenue.
Industry
Commercial Bank Sales and Marketing Transformation
Location
United States
Client Overview
Business Challenges
Prospect Customer Data Fragmentation
Scattered Customer Data
Systems fragmentation led to inconsistent information and poor marketing targeting.
Manual, Error-Prone Workflows:
Teams spent excessive time navigating disparate systems, leading to mistakes and delays.
Missed Revenue Opportunities:
Poor data visibility hampered cross-sell and up-sell efforts, limiting growth.
Operational Inefficiency:
Slow processes reduced agility and responsiveness in an increasingly competitive market.
inoday Solution
The bank partnered with inoday to implement Microsoft Dynamics CRM with a customized deployment focused on customer engagement:
- Developed customized workflows to automate and streamline sales and service processes.
- Enabled intelligent customer segmentation for targeted marketing campaigns, improving offer relevance.
- Created a seamless unified customer view through integration of all data sources within Dynamics CRM.
- Delivered a mobile-responsive interface and one-page checkout optimization to improve customer experience across channels.
Measurable Business Outcomes
- 40% increase in sales and service team productivity through streamlined workflows and real-time data access.
- 25% boost in cross-sell and up-sell revenue enabled by accurate segmentation and comprehensive customer insights.
- Improved customer satisfaction with optimized mobile-friendly platforms and frictionless transactions.
- Enhanced decision-making with integrated dashboards providing sales and marketing analytics.
Client Perspective
Unified Customer Data View
“inoday helped us bring clarity to our customer data and transformed how we engage with our clients. The results are evident in both improved productivity and revenue growth.”
VP of Customer Experience, US Commercial Bank
Why inoday?
- Microsoft Gold Partner: Trusted expertise in financial services CRM implementations.
- Industry-Specific Solutions: Tailored consulting and technology deployments for banking and finance.
- Proven Track Record: Successfully delivered multi-region CRM projects impacting revenue and efficiency.
Ready to Elevate Your Bank’s Customer Experience?
Contact inoday today for a complimentary consultation to explore how Microsoft Dynamics CRM and strategic data harmonization can transform your banking operations.