CRM

SFDC Implementation at a Leading Financial Services Company in Europe

The Client
A leading international bank with operations in more than 60 countries implemented Salesforce at its Business Banking unit. The application was deployed in Romania, the Czech Republic, Poland, Germany, Turkey and The Netherlands.

The bank engaged with Infosys to address several issues:

• Develop multiple functionalities across the sales module based on the requirements of different branches of the bank
• Implement the marketing module with special emphasis on campaign management
• Integrate Salesforce with SSO
• Integrate Salesforce with Outlook and Lotus Notes
• Support teams working on the integration of Salesforce with Know Your Customer (KYC)
• Reports and dashboards

Infosys implemented the solution in a phased manner. The project had three releases:

• Reports and dashboards

• Multiple functionalities for the sales module
• Microsoft Outlook integration
• Support activities for KYC integration with the sales module

• Marketing module implementation
• SSO integration
• Lotus Notes integration

Infosys' solution realized several benefits:

• Provided visibility to relationship bankers and sales managers with figures and the status on various opportunities and cases through multiple reports and dashboards
• Campaign management (in the process of being implemented) will help the client target potential customers better and convert them into leads. It will enable them to understand the effectiveness of the campaign