How Talan supported a major US Bank for the local CRM support in order to take care of 400 local users
Context and challenge
Since the worldwide deployment of the CRM, our customer, a major bank in the US, expressed the need to have a local support in order to take care of local users (more than 400 users) and to be the link with the Head Office.
Main Project Tasks : Support, Change Management and Management of all projects and enhancements linked to the CRM.
Main Deliverables : Reporting (activity management and data quality), specifications, steering committee presentation
Context : Need of a local support in order to increase the usage of the CRM by all Business Lines (Equity, Fixed Income, Coverage, Global Finance…)
Talan’s Team : 1 person on Business Analyst team side
Specific Methodology : Agile for all projects and enhancements
Results, Expertise and Success Keys
Better tool adoption because of understanding and developing locally users’ needs.
Expertise on Salesforce and knowledge of Natixis processes.
- Knowledge of different Paris’ teams.
Deployment of Global enhancements
Deployment of Local enhancements
Working on Global Project where American platform will act as a pilot.