-
30-40%
cost savings vs. onshore hiring
-
End-to-end CRM migration
CLIENT CHALLENGES
- US-based mid-tier investment bank with global operations
- Assist with the migration from old CRM to DealCloud and engage in the migration of 200k+ contacts
- Coordinate with offices across Europe and the US
- Standardise data before migration and actively engage in migration
- Maintain CRM databases and generate reports before and after migration
- Provide coverage across EST and CST schedules
OUR SOLUTION
- Standardising information and updating missing gaps before migration
- Coordinating with CRM points f contact (PoCs) of different offices to gather account/contact details
- Mapping and removing duplicate contacts, while including missing data in DealCloud
- Supporting the team in benchmarking reports, revenue attribution reports, client fee metrics reports, pipeline management, contact management and user activation
- Reviewing and communicating with the DealCloud team to help users create projects, as well as add team members to the deals and provide them access to the platform
- Updating financial sponsor meetings reports sent weekly to the bankers
- Reviewing new submitted NBRs (new business reviews) in the platform
KEY BENEFITS
- End-to-end CRM migration, as well as cleaning and streamlining of CRM data
- Reduction in average report-creation time, due to specialised skills of team members
- Absorption of additional responsibilities owing to onshore attrition
- Real-time turnaround of urgent tasks and assistance with monthly and quarterly closing cycles
- 30-40% cost savings vs. onshore hiring
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