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Financial services provider seeks CRM and sales software

IT project from: financial services provider (Germany)Project no. 24/3392: finished
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We are an established financial services provider (credit and receivables management) and are looking for CRM and sales software.

The software should meet the following requirements, among others:

  • CRM
  • Replace reception
  • Forwarding to the right services
  • Build and track sales pipeline
  • Sales
  • Support with customer acquisition
  • Customer
  • Dashboards
  • Automatic telephone system for inbound and outbound customer support
  • On-premises or cloud

We have 20-30 software workstations available. Work is carried out in an IBM system environment. MS Windows systems are also available.

The software should have the following functions.

Necessary:
Optional:

Based on the specific requirements, the following solutions can be considered:

Sunrise Software Relations
CAS genesisWorld
audius:Finance for financial service providers
ERP-Projektmanagement

Project statistics

Quantity
Researched solutions 32
Selected potentially relevant solutions (of which published) 21 (8)
Sent e-mails (questions, queries) and telephone calls 92
E-mails received from vendors 22
Direct responses to the IT project 5
Responses classified as relevant 10

Contact the searcher:

The IT project has already been closed.

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