The Challenge

Need for replacement of existing customer advisory tool KBP. No closed system chain in sales support. No uniform consulting process in the individual customer segment.

The approach

Functional analysis and conversion of KBP into standard product (OSPLUS sales). Customer Data quality assurance and clean-up. Gap analysis of existing system support. Selection of relevant modules (from OSPLUS). Implementation planning and -support. Support of the sales organization in the new technical set-up,  e.g. campaign management.

The result

Uniform consulting process in the individual customer segment through connection of systems and fewer media breaks. Harmonization via SK-individual sales strategy and strategic approaches of the DSGV (Deutscher Sparkassen- und Giroverband). Uniform tools for all sales consultants with segment-by-segment use options. Consolidation of customer data in on system for all segments