Vinacapital optimizes customer experience with Salesforce CRM

Previously, Vinacapital did not have a centralized customer information management system, causing many difficulties for business departments, specifically:

• The sales department takes a lot of time to search for customer information in many different storage places, and does not closely monitor and support customers in time, when the storage system malfunctions, Vinacapital faces risks. risk of loss of customer data.
• The Marketing department does not have enough customer data, and does not have an insight analysis of customer needs and habits, so it is difficult to implement personalized marketing campaigns to create a "tailor-made" experience for customers. In addition, sales and marketing departments also find it difficult to evaluate the effectiveness of sales programs.

With management level: When the data is not centralized, it is difficult for them to track the overall business situation, making it difficult to make accurate and timely predictions or business decisions.

CMC TS has consulted and deployed the Salesforce Sales Cloud CRM solution for Vinacapital with the following features:

• Manage customer information 360 degrees: including transaction history, contact information, interactions, financial capacity, ...
• Store customer information: Integrated in Sales Cloud, the information library helps to store all information about customers from contact information, transaction history, interaction history, etc. With common functions with users such as tagging, search, ranking ... can help businesses quickly find everything they need.
• Drive sales opportunities: A tool to keep track of contracts
• Partner management: The tool allows you to manage your work more closely with your partners based on sharing business parameters, cooperation stages… Build and manage a community of loyal partners and agents .
• Set up and manage workflows.
• Business analysis, reporting and forecasting.

• With the Salesforce Sales Cloud CRM system, Vinacapital has comprehensive information about customers, helping sales staff to capture customer details quickly. This information will be a reference for other departments. By tracking the history and communication activities with customers, marketing and sales departments can build sales plans and campaigns tailored to each different customer group.
• Enterprises can track and capture in detail all important customer information such as contracts, analyzing sales opportunities by value, etc. As a result, the chances of successful signing are significantly increased.
• Easily retrieve data from customer information library, easily manage partner/agent information
• Vinacapital can automate sales, approval, and work assignments.
• Vinacapital's board of directors has detailed reports on business data, making it easy to make business decisions.