The BKS financial group made replacement of CRM

On August 21, 2014 the NORBIT company and BrokerCreditService financial group (BKS) announced end of the joint project on development of automation of marketing campaigns and secondary sales on the Microsoft Dynamics CRM platform.

Project Tasks

In the system of customer interaction more than 900 employees work and development of the solution was required. The project team was faced by a task of automation of process of formation of individual offers on the basis of the data obtained from analytical CRM and the subsequent customer notification through several feedback channels. Development and deployment of this functionality the BKS Financial Group entrusted NORBIT companies.

Project Progress

Within the project it was necessary to implement functions of cross-campaigns and sales channels as in the operating room of Microsoft Dynamics CRM, and to perform integration with the new system of analytical CRM implemented in BKS. Within the project it was necessary to implement functions of cross-campaigns and sales channels as in the operating room of Microsoft Dynamics CRM, and to perform integration with a new system analiticheskogocrm, implemented in BKS. Works were performed in interaction of specialists of the companies of the customer and contractor that helped with operational achievement of the designated purposes and qualitative indexes.

Project Results

In a system several channels of informing clients – communication with financial advisers, a personal account, Sms and e-mail are implemented. Such business process allows to create the individual client offer and to quickly direct it on the most convenient communication channel. Also there was a possibility of control of responses of clients to the received offers and trackings of activity on processing of addresses by employees of the front office.

Specialists of NORBIT company performed works on design of transition from Microsoft Dynamics CRM to Microsoft Dynamics CRM 2011, transfer of the application and data migration.

Anton Graborov, the customer services director, the head of product marketing of FG BKS, noted: "This project became an important part of strategy implementation of retail business of FG BKS directed to individual approach to each client based on the personal financial planning (PFP). During the work with the acting clients we carefully analyze the current portfolio of the client, and we propose a set of solutions which will allow to increase the probability of achievement of the financial purposes. Thanks to the project we had an opportunity to quickly inform clients on the most suitable investment ideas, the most relevant offers, need to review a portfolio of financial products and also to analyze quality of work of campaigns of secondary sales via the main channels of interaction. The BKS financial group always differed in modern and innovation approach, both in a question of product offers, and in technological effectiveness of business, and this project is the next confirmation of this fact".

"BKS-financial group one of leaders of the Russian market of financial services. Also it is pleasant to notice that the company tries to provide with the best service both the new, and existing clients. So, exactly in BKS there was a project, largest in Russia, on migration on the new version of our flagman solution Microsoft Dynamics CRM: now in a system on customer relationship management 900 employees work. It is sure that the project on automation of marketing campaigns and secondary sales implemented together with NORBIT will help the BKS Financial group not only to expand the customer base and to raise the service level, but also to hold leader positions in the highly competitive market of financial services", - Alyona Gekler, the director of Microsoft Business Solutions in Russia emphasized.