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The Leasing Products Sales Management in the CRM System

S Slovensko

The Leasing Products Sales Management in the CRM System

Applied solutions
CRM Solutions
Microsoft Office 365

Introduction of the Customer

S Slovensko is a leasing company oriented on financing the agro-sector. It is a member of the Association of leasing companies of the Slovak Republic. S Slovensko has been operating on the Slovak market since 2001 and it is a daughter company of the smaller Austrian bank Weinviertler Sparkasse. It´s exclusively owned by the ERSTE Group Bank AG in Austria.

How We Helped the Customer?

The company lacked any central system for management of business activities. The company decided to implement a central solution. After considering numerous advantages of an online solution, it decided for implementation of the Microsoft Office 365 a Microsoft Dynamics 365 Customer Engagement (CRM). Thanks to the solution, the company has gained a system providing effective management of business opportunities.

The implemented solution allows its users to:

  • effectively manage the entire business process, tasks and business opportunities;
  • get a customer overview thanks to a 360-degree view of all important data;
  • record potential as well as existing customers within one system;
  • access to data from anywhere and from any electronic device;
  • record all opportunities in the central system;
  • track the status and evaluate business offers;
  • get a managerial view on business processes;
  • automate business activities;
  • create and manage email campaigns.

The entire project was managed by the agile methodology. The users are S Slovensko´s employees, namely the sales team and back-office team.

Important Facts

Automation of routine tasks
Available anytime and from any device
Aggregation of data from the ERP system

The Case Study Available to Download

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