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Slovenská sporiteľňa, as a bank with the longest history in the Slovak republic, has been operating in our country since the 19th century. With 2,4 million clients, it is the biggest commercial bank in Slovakia. It provides wide range of banking products for its clients – from current accounts through term deposits, loans and payment system to electronic banking services and mobile applications. The bank is a member of the international financial group Erste Group Bank AG. The bank prefers pro-active individual approach towards clients based on professional financial guidance and mutual trust.

CRM for Customer Management from Small and Medium-sized Enterprises

Slovenská sporiteľňa has a portfolio of more than 30% companies from the SME segment. Client data as well as records concerning relationship with individual clients used to be processed in various systems and were not available in one place. The Erste Group has already known Microsoft Dynamics CRM and used its advantages. It has been applied for work with large corporate clients. This experience was the reason why Slovenská sporiteľná decided to implement similar solution also for the SME segment.
The Microsoft Dynamics CRM 2013 platform forms the basis of relationship management with corporate clients of Slovenská sporiteľňa. The system provides a comprehensive insight on the client and at the same time a robust platform for further development of CRM functionalities and its integration with other applications.

Slovenská sporiteľňa achieved following benefits:

  • a full-value solution for corporate customer relationship management in the SME segment in a very short time
  • higher data transparency, 360° view of the client, and faster access to clients
  • connection of the standard MS Outlook with MS Dynamics CRM 2013 and the possibility of their synchronization
  • simplified search, overview and selection of current and potential clients, detection of business opportunities´ status and list of planned and performed activities
  • thanks to our solution, the product departments are now involved directly in customer care
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