The CRM Advisor By Jay Bauer, President, STI Systems, Inc.






Banking

Flexibility = Sustainable Productvity

Now entering its second decade, a flexible CRM system implemented by STI Systems for the wholesale products division of a Fortune 500 bank has provided has provided the institution with numerous sustainable advantages:
  • The flexibility to grow and change with the market or to take advantage of better productivity-enhancing technologies
  • Excellent intelligence on the marketplace
  • Accurate and efficient reporting
  • A carefully constructed standard business process across the sales force
  • Integration with internal corporate banking applications
  • Integration with valuable, laborsaving external applications
  • Precise mirroring of the Division’s core business processes
  • Simple incremental CRM modifications to support continuous sales process improvements
  • An estimated 10-fold increase in CRM system functionality.
  • An estimated 20% to 30% increase in the productivity for the bank’s critical revenue producers.
  • The ability to increase revenues with a significantly smaller percentage increase in support staff.

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