BIDV-SuMi TRUST exploits customer data with Salesforce CRM system

• Up to now, BSL has managed customers according to traditional/manual methods, so it is difficult to grasp an overview of customer information.
  BSL has difficulties in retrieving and finding information, wasting time in processing tasks, administrative papers, data, and information are asynchronous, thereby reducing the productivity of the sales department. as well as the customer service department.
• With management level: When data is not centralized, management levels cannot track the overall business situation, making it difficult to make the right predictions or business decisions.

BSL needs a customer management system (CRM) that meets the requirements:

• Tightly integrated with  BIDV's current system - SuMi TRUST, allowing synchronization of customer information, contracts, repayment history... between the CRM system and BSL's current system at the next stage. 
• Easy to update and exploit information according to user requirements.
• Ensure the safety and security of all customer information and transaction data. Provides full security features, reporting, lookup, inspection.
• Stable operation, guaranteed to fix all problems and errors within a maximum of 4 hours from the time of the incident.
• Compatible with smart mobile devices.

CMC TS has consulted and deployed the Salesforce Sales Cloud CRM solution with outstanding features:

• Manage customer data: Salesforce CRM can track all data across the organization, including service or lending departments.
• Nurture business opportunities: with the Opportunity Management feature, Salesforce CRM helps track all customer activities with the business, supporting the ability to successfully close deals. Besides, the feature also predicts the different stages in each deal so that the sales team can make decisions on the next actions.
• Visual reporting: Salesforce CRM also provides BSL advanced BI technology, which helps analyze metrics and provide overview reports on customers and business activities. System-built dashboards have the ability to consistently display data and customer insights to users.

• BSL has a 360-degree holistic view of each customer and proactively provides personalized service that helps build customer trust and retention.
• BSL leadership has real-time visual reporting of business and customer data to make timely and accurate decisions.
• Enterprises save operating costs, human resources costs and improve business efficiency.