Borlas was updated by CRM of Sberbank in Kazakhstan

June 3, 2015. The Borlas Kazakhstan company announced project implementation on development of the CRM system for retail business of subsidiary bank of Sberbank in Kazakhstan.

Transition to the version of the Oracle Siebel CRM system is performed, the user interface and functionality according to requirements of bank is finished. On the basis of the product Oracle Business Intelligence the full-fledged data warehouse is implemented and 11 analytical show-windows are configured.

A system provides operational formation of offers to clients, time for processing of the appeal of the client to bank is reduced, sales process is optimized. The convenient and clear system of the analytical reporting allowing to adjust quickly sales processes that allows to increase revenues of bank is organized. At the same time a system is distinguished by simpler and user-friendly interface for work of employees.

This version of CRM supports the user interface Open UI allowing to work with all browsers including on mobile devices.

Within the project the following works are performed:

• the functionality on formation, monitoring and processing of both external, and internal lists of clients and the companies is implemented;
• the portal is developed for processing of the arriving customer appeals of bank, integrated with CRM and email by the server;
• works on an output of the recommended products for each client, notifications to managers about significant dates are performed;
• in a system the credit calculator is developed for predesign of a credit amount and formation of the payment schedule;
• the global mechanism on motivation of employees of the bank on the basis of the sold products to clients and executions of the sales plan is developed;
• the flexible mechanism of formation and monitoring of execution of instructions to employees with a possibility of a convenient feedback is developed;
• integration with external systems of bank for transfer and information exchange via the corporate bus is implemented.

The project is focused on improvement of customer service quality and increase in profitability according to the business strategy of bank, representatives of the company integrator reported TAdviser.