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16. March 2016

We have successfully upgraded CRM system of ČSOB bank

From this month on, ČSOB bank can boast with an upgraded version of Dynamics CRM 2015 and a new functionality.

In early March, a new version of RM Tool, as ČSOB bank named its CRM for Corporate Banking, has been successfully put into full operation.The project, which took about six months and was pragmatically managed by combined – partly agile methodology, had several objectives. One of the main ones was the migration of original application from Dynamics CRM 2011 to version 2015 as well as the revision and implementation of new functionalities.

CRM systém pre ČSOB

Migration of Dynamics CRM 2011 is not always straightforward, but the experience of our consultants from similar projects in the past eliminated these bottlenecks to minimum.Version 2015 has been with the respect of timing of the project selected as a reliable option. Another upgrade to version 2016 is in perspective and it will be much easier.

The biggest business challenge was undoubtedly the implementation of new functionality, namely a comprehensive process for seeking price exeption on bank products, which was previously handled via standard e-mail. The new application allows users to resolve the service of corporate clients directly in the CRM, to enter any type of pricing exceptions and procedurally process (approve) them. Users will also appreciate the native integration of application with Outlook that allows them to plan their business agenda in a familiar environment and also have information contextually linked to the corresponding records in CRM.

CRM pre ČSOB ako súčasť RM Toolu

The project, despite many challenges – which are usual in such projects – ended up to the full satisfaction of the customer. All has been said in the statement of Ľuboš Ondrejka, the member of the Board and the Executive Director of the Corporate Banking of ČSOB, who with satisfaction commented on the conclusion of the project with eloquent comment “Good job!”. The plan is to further develop the solution, which in the opinion of Anthony Behan, the Director of ICT Division, is a key technological platform for relationship management with ČSOB clients. Already implemented support for mobile devices will significantly increase the efficiency and flexibility of customer service.

Richard Sládek

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