Reference Mikro Kapital Luxembourg
Founded in Luxembourg in 2008, Mikro Kapital has always believed in microfinance as a chance to invest in the real economy and the development of emerging countries small entrepreneurship, while offering investors interesting opportunities.
CAS genesisWorld helps us to establish clear company-wide account management and efficiently manage a sales team distributed in 40 countries. With the central CRM platform, we now have comprehensive control over all accounts and avoid customer overlap. It is a solution that can work wonders if you take the time and patience to register all customer and transaction details.
Nicola Troilo, Chief Marketing Officer
The success story at a glance
Requirements and goals
- Detailed reports on the activity at the branch and agent level
- Development of a customer-centric strategy
- Coping with a constant increase of prospects
- Account management and full traceability of leads and opportunities
- A tool that improves productivity for a geographically dispersed, global workforce
Benefits and advantages
- Transparent management and consistent data from global prospects and customers without multiple registrations of the same individuals or legal entities
- Simplify and centralize account management by working effectively on the same CRM platform
- Targeted and efficient marketing activities through segmentation by location, interests and services
- Seamless connection to Microsoft Outlook with immediate access to associated customer data and information
- Comprehensive overview of all business activities selected in branches, representatives and customers or by interval type and/or service category thanks to individual dashboards and varied evaluation options
- Professional lead management thanks to systematic and transparent allocation prospects or clients to different sales agents
Industry
Banks/Finances/InsurancesCustomer since
2020Website
www.mikrokapital.comSupporting 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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