which included Microsoft SQL Server 2008 simple-to-use, intuitive interfaces. R2 data management software, and was Employees can access and share reviewed by Microsoft Services to follow customer data using familiar Microsoft Microsoft Dynamics CRM best practices. It Office products such as Microsoft Excel also made sure the system could be easily spread-sheet software and the Microsoft migrated to later versions of Microsoft Office Outlook messaging and Dynamics CRM. Matrix answered the firm’s collaboration client. Zarmi says: “With central business challenges and gained Office Excel, customer data is presented approval from key stakeholders. Zarmi says: in a way that makes it easy to perform “This was a challenging and complex rapid, in-depth analysis.” project. Matrix showed a lot of technical Enhanced customer approval. skill and experience.” Customer surveys have revealed high rates of satisfaction, particularly since Benefits the deployment of Microsoft Dynamics Call-center staff have gained an intuitive CRM. Zarmi says: “It’s difficult to system that’s easy to use and delivers a attribute client comments directly to the detailed view of customer handling CRM solution, but it plays a central role processes. In addition, sales teams at Leumi in each customer engagement.” Card are in a better position to track sales More flexible platform. Because and take advantage of cross-selling Microsoft continues to develop opportunities using the CRM solution from Microsoft Dynamics CRM, Leumi Card Microsoft. Overall, the company has created has a solution to support its business a flexible repository for customer data that long term. “Microsoft Dynamics CRM is delivers enhanced customer service and a flexible solution that we can adapt as identifies new business. our needs change,” says Zarmi. Better decision making. Employees have a complete set of customer information in a single location because the CRM system integrates well with Leumi Card business processes. Zarmi says: “When we open a customer record in Microsoft Dynamics CRM, we gain a comprehensive view of our activities with that person or business. We can then tailor our actions more closely to their needs.” Smarter selling. Sales personnel have increased their new-business pipelines using detailed views and reports of customer data. They’re now in a better position to track sales and service successes and identify cross-selling possibilities. Increased employee productivity. Personnel work more effectively with
which included Microsoft SQL Server 2008 R2 data management software, and was reviewed by Microsoft Services to follow Microsoft Dynamics CRM best practices. It also made sure the system could be easily migrated to later versions of Microsoft Dynamics CRM. Matrix answered the firm’s central business challenges and gained approval from key stakeholders. Zarmi says: “This was a challenging and complex project. Matrix showed a lot of technical skill and experience.” Benefits Call-center staff have gained an intuitive system that’s easy to use and delivers a detailed view of customer handling processes. In addition, sales teams at Leumi Card are in a better position to track sales and take advantage of cross-selling opportunities using the CRM solution from Microsoft. Overall, the company has created a flexible repository for customer data that delivers enhanced customer service and identifies new business. Better decision making. Employees have a complete set of customer information in a single location because the CRM system integrates well with Leumi Card business processes. Zarmi says: “When we open a customer record in Microsoft Dynamics CRM, we gain a comprehensive view of our activities with that person or business. We can then tailor our actions more closely to their needs.” Smarter selling. Sales personnel have increased their new-business pipelines using detailed views and reports of customer data. They’re now in a better position to track sales and service successes and identify cross-selling possibilities. Increased employee productivity. Personnel work more effectively with simple-to-use, intuitive interfaces. Employees can access and share customer data using familiar Microsoft Office products such as Microsoft Excel spread-sheet software and the Microsoft Office Outlook messaging and collaboration client. Zarmi says: “With Office Excel, customer data is presented in a way that makes it easy to perform rapid, in-depth analysis.” Enhanced customer approval. Customer surveys have revealed high rates of satisfaction, particularly since the deployment of Microsoft Dynamics CRM. Zarmi says: “It’s difficult to attribute client comments directly to the CRM solution, but it plays a central role in each customer engagement.” More flexible platform. Because Microsoft continues to develop Microsoft Dynamics CRM, Leumi Card has a solution to support its business long term. “Microsoft Dynamics CRM is a flexible solution that we can adapt as our needs change,” says Zarmi.