Services

The banking industry had changed and increasingly focused on the customer. It was therefore also important to introduce a system that focused on the customer and therefore all customer-related processes and documents as well as the entire communication with our contacts. The most important information should be available to our sales staff in a well-structured manner at the push of a button.

The advantages of having implemented the solution are primarily the visibility of the data, we had many processes to which we did not have access to the information, and today we have the information that is appearing from the "dark" basically, having access to this information allows us to do reporting in real time, we no longer have to talk to a manager and that manager loses time in obtaining the data to send it to us to make a report or a board of directors.

Commercial management at a glance with Dynamics 365 for Sales

There has been a clear improvement. Nowadays, we are much more efficient when it comes to client tracking and client contact. There are things which can make everyday life much easier.

We chose COSMO CONSULT for this implementation because this company has very good references and regional know-how. We also appreciated COSMO CONSULT team's competence for Microsoft Dynamics products and ability to respond to our organization's specific business requirements.