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Odigos

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Highlights

Client: Odigos

HQ: Kolkata

Overview

Project: Financial CRM

Tech Framework: SAP B1 ERP Enhancement

Bottleneck

  • Monitoring a huge database of leads & opportunities.
  • Manual Follow Up and collection process.
  • Sending the same documents of the customers to every bank and waiting for approval.
  • Decentralized operation in branches resulting in prolonged processes and excessive time consumption.
  • Manual communication system between the sales & the operation team causing delayed error prone service.
  • No solution for monitoring the on field sales team.

Solution Delivered

  • CRM automation to upkeep a centralized database of leads and opportunities and accessible through the branches also.
  • Automation of the follow up and closure process with alerts, notifications and reminders.
  • Centralized portal for branches for operation & Finance management.
  • Mobile app integration for better monitoring of on field sales teams and their communication with the operation team.
  • Integration with collaboration tools for smooth communication cut across the teams and different hierarchies.

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