The Derbyshire Building Society

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    Submitted by:

    Group 7

    Abhinav Mittal - u109053

    Anuradha Mohanta - u109055Batala Mayuri - u109060

    Ekta Aggarwal - u109065

    Manisha Tripathy - u109073

    Rani Jain - u109081

    Sameer Sawant - u109085

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    CUSTOMER SERVI

    CES DIVISION

    y A new Customer Services Division, incorporating a customer call centre, to be established to spearhead

    the drive to put customer at heart of business.

    y Better quality of service would come from:

    y

    Competent and informed management continually researching customer satisfactiony Staff training programs

    y Empowerment of staff at their desktop

    y Support of above with suitable technology

    y Significance of the call centre:

    y Call centre agents would affect, influence and measure customers perceptions about the

    organization.

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    y The call centre established was called The Careline , with following objectives:

    y Customer Retention :

    y Strengthen relationship with those customers who rarely visit a branch after initial purchase

    y Customer Orientation :

    y To introduce into Head office the process, attitudes and skills needed to meet customers

    changing expectations about service delivery

    y Reduce Operating Costs:

    y To identify opportunities to streamline work flows.

    y Low balance/ high transaction customers

    y Shifting emphasis to proper savers and investors who find telephony as much more

    convenient

    y Retail funding challenge

    y To grab a share of the postal/ telephone products business

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    y To meet above objectives, there was a need to implement an operational CRM and workflow solution .

    y This system will become a single point of access, input and update of all customer information.

    y Need for an IT based CRM system

    y Absence of such CRM solution will lead to following problems in the Call Service Centre:

    y Higher agent costs and lack of efficiency savings : due to manual processes

    y Little support for building customer relationships : system becomes reactive instead of proactive

    y Little support for generating revenue: inability to identify opportunities

    y Inconsistent call handling : difficult to manage callers experience and performance

    y New channels are held back : loss of flexibility in the manual systems

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    CRM SOL

    U

    TION- ITS REQU

    IREMENTS

    y Complete contact History functionality and flexible task management

    y Unified, consistent and updated customer information across all channels and customer touch points

    y Customer centric focus

    y Increased level of service quality and reduction of cost

    y Easy and comprehensive capturing of customer information

    y Increased effectiveness of customer acquisition and retention program me.

    y Offering end to end customer management

    y Flexibility to accommodate future changes in business strategy

    y Easy integration with other acquired systems and support existing and future channels for sales and service by building futureproof customer service infrastructure.

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    SELEC

    TIONC

    RITERIA FORC

    RM PACK

    AGE SOLU

    TION

    y Speedy recovery of returns well in advance of implementation of rest of its change program me

    y Understandable and usable

    y Specialist financial service focus

    y Ability to integrate with legacy ICL mainframe environment

    y Potential for incorporating channels in future

    y Rapid deployment capability