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CRM Implementation

Implementation of an analytic CRM system for Corporate Clients, Small and Medium Enterprises (SME) and Private Banking business lines:

AAM supported the implementation and the upgrade of an analytic CRM system in a Bank, which is used to support the sales activities of three main business lines – Corporate clients, SME and Private Banking

Main tasks during the project:

  • Support project management during the implementation and upgrade of the CRM system
  • Review and analyze business needs to define necessary system features and change requests
  • Facilitate the communication between the business departments and the IT team
  • Support the testing of the system by reviewing test scenarios
  • Fine tune translations of new modules of the system
  • Support the continuous operation and bug fixing of the system
  • Monitor deadlines and create periodical status reports for the management of the bank
  • Educate new users

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