Estudio para el diseño o compra de una plataforma CRM para una entidad financiera

Abstract

This report will show the most influential aspects of a Financial Institution that has submitted multiple negative requests for customer service in relation to the treatment of customer information and products, an organization that is in a significant expansion at the market level For which, in a correct way, it must make the most pertinent decision to transform its information storage base and has opted for a CRM (customer relationship management) platform that meets the needs and requirements of the entity. In this report, a comparison will be made between the Platform's own Design or the Purchase with an existing market provider where the technical, financial and human components for its development are evaluated in order to help the organization in making more decisions. adequate from the results obtained