CRM implementation for a full-service American bank

American Bank’s drive to help the law firms has led them to the idea of creating a new app for reports and analytics collection as well as a brand-new CRM system, and that is where they came in contact with Noltic. To achieve business objectives, the bank needed substantial improvements to customer data maintenance. This would speed up sales, boost revenue, and minimize the sales team interaction with the CRM giving more time for interactions with the clients. The project goal was to keep track of customer data and use it effectively for daily operations.

American Bank was looking for a reliable vendor, experienced in CRM implementation. We started our cooperation in September 2018 and the relationship is ongoing. Noltic effectively collaborates with the client’s internal team developing new Salesforce functionalities by request. We've also built a Marketing Package and a product that is separate from the CRM and uses Laravel technology. It's a bespoke third-party product on a Salesforce platform.

• Increased Sales velocity & revenue while reducing the time consumption for the client’s internal teams;
• Minimizing manual CRM operations for Bank’s employees giving more time to interact with their clients;
• Easy onboarding of new employees and new customers’ data input with an intuitive interface and automated user engagement processes;
• Easily scalable instruments that make it simple to use the updated processes for the client’s systems that were not yet affected at this stage of our cooperation with the American Bank.