Saudi Payments – CRM Project

• A unified solution for all key client information, customer pricing details, contracts, and other key customer documentation, customer communications
• Customer onboarding process automation from initial lead management to contracting and onboarding
• Scoring and automatic customer tiering based on the scoring model
• Customer development processes with regular engagement plans for relationship managers towards each customer based on the relevant contact type and criteria
• Product catalog management with a product scheme parameter identifying the service provider
• Configurable forecasting based on the actual KPI and customer data (expected business activity)
• End-to-end service incident management in Creatio
• Two-way integration of Creatio with BMC Remedy for the technical cases processing and data synchronization
• Feedback and survey management through integration with a third-party (Survey Monkey) web service to receive the surveys and feedback data to be processed in CRM
• Integration with a third-party web service (Yesser) to verify commercial registration information as a part of the KYC validation.

Reporting and analytics based on the CRM data and the KPIs data received via EMDAD (Data Warehouse) integration