A CRM built around the way the business actually works.
Designed and delivered an operational CRM integrated across contact centre, branches and digital channels, supported by a mobile advisor experience and AI-enabled advisory capability.
users
daily usage
integration
The context, and what the work involved.
Advisors in the contact centre, in branches and behind digital channels needed one operational tool that fitted the way they actually served customers, rather than a system they worked around.
- Designing and delivering an operational CRM integrated across contact centre, branches and digital channels.
- A mobile advisor experience, so the CRM went wherever the advisors went.
- AI-enabled advisory capability built into the advisors' workflow.
- Rollout to more than 2,000 users, reaching 99% daily usage.
Adoption is the real test of enterprise software. 99% daily usage happens when the system is designed around the work, not the other way around.
Sector
Sales & service · Multi-channel
Selected experience includes work delivered by the founders in previous executive and consulting roles, alongside engagements delivered through Eleven Consult.
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