Reference Mikro Kapital IFN SA
Mikro Kapital IFN SA Romania, has as main activity financing very small, small and medium sizes enterprises, including here also agricultural businesses, and private individuals from Romanian territory.
The professional CRM solution helps us to improve customer relationships by providing quick and high-quality services.
Grigore Fusu, Marketing Director
The success story at a glance
Requirements and goals
- Seamless digitalization strategy aiming to broaden customer interaction in the online space, automate work processes, and increase productivity
- Modernization of workspaces by digitizing information and utilizing digital support
- Mobile access to entire customer information
- Automation of web-based lead management
- More transparency in management decisions
- Easier task management
- Optimization of onboarding for new agents
Benefits and advantages
- Sustainable digital transformation with continuous focus on market demands thanks to flexible and custom-fit CRM solution
- Shorter run-through for customer requests through complete access to history and quick validation of financial data
- No more data redundancy as all data are managed, accessed, and systematized on one platform
- Faster onboarding for new employees and continuous customer services by access to complete customer dossiers
- Automatic lead generation through website integration
- Total mobility for all field staff
- Solid decision-making based on extensive (management) reports
Industry
Banks/Finances/InsurancesCustomer since
2020Website
www.mikrokapital.roSupporting partner
Soft Net Consulting SRL, Timisoara
Read the full success story here
Reference Report
CAS genesisWorld
The powerful CRM solution
CAS genesisWorld is the complete customer relationship management solution. It's so flexible that it can be tailored precisely to your needs and so powerful that you can get started straightaway – CAS genesisWorld can be seamlessly extended as your business expands. A range of smart modules and interfaces means that there is a solution for every requirement. CRM means that you can concentrate on your core businesses, while CAS genesisWorld deals with your processes.
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