Sberbank CZ has been operating on the Czech market since 1993, since 1997 as a separate joint stock company. Its services are used by more than 125,000 active Sberbank CZ´s clients in the Czech Republic. The majority shareholder of the bank is Sberbank Europe AG seated in Vienna. Sberbank CZ is a part of the largest and fastest developing bank group in the world operating in 22 countries.

Proof of Concept pre Sberbank CZ

We carried out for Sberbank CZ an extensive analysis and Proof of Concept (PoC) related to the implementation of a CRM solution in 2017. The deep analysis of the environment, business requirements, IT infrastructure, system integrations and expenses on the solution as well as elaboration of implementation proposal was carried out. We cooperated on analysis with our partner Unicorn Systems.

The bank´s essential requirement was implementation of a solution, which would:

  • make business and sales processes more effective and modern,
  • improve customer care and increase sales opportunities using latest technologies,
  • ensure integration with third parties´ systems and user-friendliness,
  • increase the speed of bank´s customer care by aggregation of all information into one system.

Carried out PoC proved benefits of the implementation. The bank will gain a user-friendly CRM and the following benefits:

  • 360-degree view on existing as well as potential clients,
  • overview of business activities,
  • a tool for more effective preparation for meeting with clients,
  • more transparent and targeted management of follow-up activities.
Native reporting over the Microsoft Dynamics 365 platform offers managerial overview of sales representatives´ and bank branches´ business activities as well as success of product sales. Based on the studies, Sberbank has opted for Microsoft Dynamics 365, the latest version of the cloud solution.