This IT project is part of our digitalization and optimization of our customers’ IT landscape. Through targeted measures, we promote technological progress, optimize cross-system processes and create a sustainable basis for future developments. Our IT reference projects serve as a basis for orientation. They support the reusability of tried and tested concepts as part of project implementation.
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CRM Evaluation for Financial Services
Brief description
Evaluation of CRM systems and development or extension platforms based on the specific customer requirements of the financial services industry. Within the scope of the evaluation, SAP C/4HANA Customer Experience, Salesforce Customer Success Platform and Microsoft Dynamics 365 Customer Engagement are looked at in detail as potential CRM solutions.
Supplement
The project's goal is to support the customer in the vendor selection process and to develop a sound basis for decision-making for a future CRM solution. Thereby a deep, customer-specific requirement profile is developed establishing the foundation for a comprehensive catalogue of criteria. Each CRM system is then evaluated on the basis of the defined criteria. By implementing selected customer requirements as part of the evaluation project, the degree to which the specific requirements are met is determined.
IT project data
- Industries financial services
- Specialist tasks Customer Relationship Management (CRM), insurance, investment consulting, sales and distribution
- DP tasks standard software selection
- System environments Cloud Computing, component technology, Middleware, Mobile Computing, standard software: CRM systems
- Procedure model customer standard
- Development and test tool SAP Cloud Applications Studio
- Standard software and BI Microsoft Dynamics 365, Salesforce, SAP C/4HANA
- Middleware and frameworks SAP Cloud Platform (SCP)
Project start16.01.2019
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