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  • Erste Bank

Success Story: «Erste Bank»

The system developed by E-consulting based on Microsoft Dynamics provides complete informational and analytical support for the sales process.

Success Story: «Erste Bank»

Erste Group Bank AG Holding is one of the largest financial services providers in Central and Eastern Europe. Erste Group Bank AG, focusing on the retail business and financial support for small and medium enterprises.

  • Industry: banking sector
  • Number of units: 2505

Customer problems

Lack of customer service automation

  • 01 Difficulties in arranging insurance
  • 02 Deficiencies in information and analytical support
  • 03 The desire to improve customer service
  • 04 The desire to simplify the workflow for employees
Proposed Solution: XRM® System

Proposed Solution: XRM® System

XRM® (eXtended Relationship Management) is an industry-specific solution based on Microsoft Dynamics 365.

The XRM® system is written specifically for the client’s business tasks, so it is easily integrated into the existing infrastructure of the company.

What benefits did the customer get after implementing XRM®

  • 01

    Automation of customer service

  • 02

    Organization of a strict reporting system for insurance

  • 03

    Full informational and analytical support of the sales process

  • 04

    Location tracking system for any OSAGO policy

  • 05

    Accounting for lost and damaged policies

  • 06

    Convenient and intuitive software interface

Customer reviews

  • Customer reviews

    Andrey Lushchevsky

    Today, banks are actively keeping up with the diversification of products and services, as well as the introduction of new programs and systems that make it easier and better to serve their customers. Erste Bank was no exception, and in its branches it offers customers-motorists to issue an insurance policy.

    Despite the fact that this type of insurance is quite complicated in the organization and requires strict reporting, the Microsoft Dynamics CRM system developed by E-consulting provides complete information and analytical support for the sales process and allows you to track the location of any CTP insurance policy. Also, this system keeps track of lost and damaged policies, which in turn makes it simpler, more convenient, faster, and most importantly - improves the quality of service for our customers. Directly for an employee of Erste Bank, the interface of the software package is convenient and understandable for any user. Of course, each system requires training in working with it, but thanks to one-time training and a training video, we get the desired result and trained personnel.

Other projects

  • Oschadbank
    CRM solution for the banking industry, built on the Microsoft Dynamics 365 platform.
  • TSUM Kyiv
    How XRM® Loyalty helped raise the average spend and increase customer loyalty.
  • MOYO
    Ukrainian electronics retailer boosted sales due to changes in consumer marketing with XRM® Loyalty.
  • ForteBank
    One of the leading banks in Kazakhstan, in order to enter the TOP banks of the retail sector, needed a single CRM system.
  • Delivery
    Delivery of goods by road in Ukraine has become better thanks to the introduction of XRM® Delivery.
  • Generali Garant
    The main effect of introducing a solution based on Microsoft Dynamics CRM is to increase speed and improve the quality of service in resolving insurance claims.
  • SI BIS
    XRM® system based on Microsoft Dynamics 365 implements a customer-manager and employee-employee relationship management framework.
  • Donbass Arena
    E-consulting company proposed to build relationships with fans based on the CRM platform, introducing the XRM® Loyalty system.
  • ZARINA
    Implement a single standard of pricing and service across the entire franchise network using XRM® Loyalty.
  • Zruchna Dostavka
    CRM implementation project for the logistics company Zruchna Dostavka.
  • Astana Motors
    Building a concept of an integrated information system for automating business processes of retail and corporate sales of cars
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CRM and industry XRM solutions

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