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Personal CRM Audit for a financial processor
The customer is one of the largest financial processors in CEE, helping thousands of e-commerce stores and businesses process transactions every day.
The customer is one of the largest financial processors in CEE, helping thousands of e-commerce stores and businesses process transactions every day.
The customer needed to introduce changes to the CRM system that will help grow sales and automate manual work. The elements that were subject to audit include:
- integrations
- questionnaires
- mailing
- automation
- SMS
- calling
- calendar sync
- products
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SKILLS USED IN THE PROJECT
SOFTWARE USED IN THE PROJECT
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