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 XRM banking - is developed on a platform Microsoft Dynamics CRM and offers to the users all list of necessary instruments on a management business – processes taking into account an of a particular branch specific. As a result of introduction Microsoft Dynamics CRM the employees of bank get possibility to carry out and control the processes of bringing in of clients, processes of sales, service of customers and management marketing activity. The system allows to identify a client in every point of contact, both on the stage of bringing in and at subsequent service through all communications (bells, meetings, visits, motions of documents, notifications, SMS, letters, e-mail). It considerably improves quality of work of managers due to storage of complete history of co-operating with clients: history of orders, meetings, public-call negotiations, indexes of efficiency of client, circulation of documents.
The flexible instruments of filtration allow to create the having a special purpose groups of clients, operatively to generate a report with any cut of information, including the planned volumes of sales on a month on every manager, to determine the type of the most profitable clients. The system allows to simplify conservative operations is electronic delivery, generation of standard documents, accounts, agreements, preparation of different reports.
XRM banking for banks gives possibility to provide formalization of activity of company. All sequences of operations are described by the designer of business – processes. Every process of bringing in or service of customers, deliveries of credits presented by the formalization chains of tasks. At every task am appointed by the system responsible and time on its implementation. A next task will begin only after completion previous. If the responsible does not complete a task in the taken time and does not carry the terms of execution argued, the system generates notification of responsible leader. If a responsible leader does not note in notification, the system generates advising to the higher leader about violation of terms of process. Also in the system a report is foreseen on all employees and amount of executed in time, not executed and overdue actions, that serves to one of bases of extra charge of bonuses. The system allows to see the productivity of every employee and define as far as he works effectively. Owning such information, it is possible easily to develop the system of motivation and differentiated payment of labor.
The second effective report shows the state on the processes of bringing in and sales. In him we see, what percent of actins on the indicated period in chosen business – processes is executed before the appointed time or behind time. This report allows operatively to regulate terms taken to the employees on implementation of tasks of business – processes in the editor of processes or to correct post instructions.
By the system CRM work of all branches of company is carried out in single informative space of the Client base and circulation of documents for an account Web-technologies of storage of databases. As a result of introduction CRM decisions for banks there is standardization of all documents, forms, templates, single circulation of documents. Also the system effectively exposes the doublets of records and blocks the attempts of the repeated creation of already existing in the system contractors, contacts and other objects chosen to the analysis.
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