The client, a financial services company, implemented Aplicor's Web-based CRM system in 2005. The objectives of the implementation were to achieve a holistic (centralized and enterprisewide) view of the customer, increase customer satisfaction (and longevity), increase customer share and present a single face to the customer regardless of the person or location providing service. The client reported that for the first time, it retains a complete and real-time view of each customer relationship in a centralized system and for all staff regardless of line of business, location or time zone. The company’s users and management achieve real-time visibility to customer and prospect activities, sales pipeline maturation, salesperson effectiveness, customer evolution and customer support resolutions. All staff members are aware of all customer interactions from anywhere in the company, and each employee is speaking to the client with a consistent and informed voice.
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