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National Development Fund – CRM Project

  • Centralized management of key client information, customer pricing details, contracts, and vital customer documentation, alongside customer communications.
  • Automated customer onboarding processes, spanning from initial lead management to contracting and onboarding.
  • Scoring mechanisms and automatic customer tiering based on a robust scoring model.
  • Customer development strategies with customized engagement plans for relationship managers, tailored to each customer’s specific needs and criteria.
  • Management of product catalogues with a product scheme parameter that identifies the service provider.
  • Seamless end-to-end service incident management within the Creatio platform.
  • Feedback and survey management facilitated through integration with Survey Monkey, enabling the collection and processing of valuable survey and feedback data in the CRM.
  • Integration with Nafath, a third-party web service, for validating commercial registration information as part of the KYC compliance process.
Our recent work

Our recent work