Advanced CRM Proves Smart Investment In Automation For Leading Pakistani Wealth Management Company
- July 18, 2018
https://customers.microsoft.com/en-us/ (May 18, 2018)
HBL Asset Management is one of Pakistan’s foremost provider of investment and wealth management strategies to corporate and retail customers. The company’s 150-strong team of experts works exclusively with high value clients.
BUSINESS GOAL
HBL Asset Management had to move away from its spreadsheet based solution for sales report management to meet its growing business demands. Better sales team performance tracking was also required in hand with more intelligent segmentation of customers with a view to better understanding their wants, needs and lifetime value.
TACTICS
Company leadership knew they had to implement a complete CRM system to keep up and enhance its customer intelligence. After careful deliberation, Microsoft Dynamics 365 was chosen for its fusion of metric management, ease of use and ability to handle campaigns at scale.
RESULTS
Data analytics and reporting immediately improved thanks to Dynamics 365 superior data handling. Customer service levels rose too, thanks to process automation and integrated communications between departments and teams. “Dynamics 365 is extensively used for daily structured activities which has in turn helped us to increase employee productivity,” says Faisal Islam, Head of Information Technology at HBL Asset Management. All of this has led to better overall information flow across the company.
Properly harnessed and managed, knowledge makes money, saves time, strengthens relationships, and helps business grow. With the help of Dynamics 365 CRM we achieved that.
Manager Retail Support
HBL Asset Management Ltd.