Building a CRM strategy

The customer facing processes and systems at a major UK financial organisation were unwieldy, inefficient, and fragmented.

The business was suffering from:

  • No single view of the customer and their profitability, status or churn rates
  • An inability to understand customer needs and identify cross-sell opportunities
  • Poor internal efficiency and high IT costs
  • An inability to develop, cost, and implement a successful customer management strategy

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