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Use Case

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.

 

Talan’s intervention

  • 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.

 

Deliverables

  • Deployment of Global enhancements

  • Deployment of Local enhancements

  • Working on Global Project where American platform will act as a pilot.