Navicon implemented Microsoft Dynamics CRM 2015 in the Latvian Norvik Banka

October 13, 2015. The Navicon system integrator announced project completion on implementation of CRM in the Latvian bank Norvik Banka. Within five months in bank the customer relationship management system based on the version of Microsoft Dynamics CRM 2015 was developed and implemented.

Norvik Banka, 2015

Goals and Objectives

The management of Norvik Banka set the tasks to automate work with clients regarding direct sales, since involvement of the client and finishing with opening of the account, both for physical, and for legal entities. Also the bank needed to increase significantly customer service quality due to fixing of the personal manager to each client. Before implementation of CRM process of customer service was not automated that could lead to errors and violations of bank procedures. Specialists of bank needed a lot of time to obtain up-to-date information on accounts and transactions of each client. Document flow was paper that also negatively affected efficiency and service rate.

Choosing a Solution

For the solution of assigned tasks the decision on deployment in bank of a customer relationship management system and its integration with automated information system of bank was made.

The choice of Microsoft Dynamics CRM 2015 as the CRM platform was based both on technological capabilities of the solution, and on the positive experience of use of this platform accumulated by Navicon for creation of CRM in banks and financial institutions.

Project Progress

The project in Norvik Banka was begun in March of the current year. Within five months specialists of Navicon together with employees of the bank carried out adaptation of a system, its integration with Norvik Banka automated information system, deployment on the equipment of the customer and trial operation.

In August the project on creation of the Norvik Banka CRM-system based on Microsoft Dynamics CRM 2015 was complete. Now commercial operation of a system is begun. 60 employees of Norvik Banka work with it, representatives of the company integrator reported TAdviser.

"We were already familiar with Microsoft Dynamics CRM, implemented the solution in one of banks of group. Therefore the choice for benefit of Microsoft Dynamics CRM 2015 was for us not too difficult – we were sure of functionality and opportunities of this platform. Not the smaller role was played also by successful cases of Navicon on implementation of CRM-solutions in financial institutions", - Igor Rozanov, the board member of Norvik Banka comments.

"It is remarkable that in this project of communication between our specialists and the Norvik Banka command were completely remote, - Sergey Chevychelov, the managing partner of Navicon notes. - We and in other projects actively use means of remote work and unified communications, but so widely applied them in the practice, perhaps, for the first time. In fact, all project in the Riga headquarters of bank was successfully performed from Moscow that speaks, including, and about high organization and a technical maturity of a team of the customer".

"CRM is extremely demanded technology in the financial sector, and we see the active growth of use of our solution in the organizations of different scale in all countries of Eastern Europe. Implementation of Dynamics CRM 2015 in Norvik Banka perfectly confirms efficiency of the solution in use in the international organizations", - Vladimir Vodianov, the sales director of business solutions of Microsoft across Eastern Europe considers.