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Banking on
customer data
using CRM
increases client
service satisfaction

Market outlook

52%

of companies believe their
customer data quality
needs to be improved

48%

of companies do not
have a plan in place to
manage or improve
customer data quality

Société Générale

160K

contacts at 50,000
client organizations

6.189B

in revenues for 2012

12,000

associates in 33 countries
on multiple continents

Source: Data Quality and the Bottom Line, The Data Warehouse Institute;

Société Générale, a financial leader, masters its client data and
improves efficiencies
With its information system central to
intricate customer relationships,
Société Générale teams used multiple
software applications for client
information. They were not intuitive,
ill-suited to banking and finance
vocabulary, and poorly integrated
with the rest of the company’s system.

The Microsoft Services deployment of Microsoft
Dynamics CRM has saved employee time and
increased employee productivity. They now access
multiple tools with a single login; their tools are
more intuitive and their searches more efficient.
The company now has greater control over client
data that is more accessible and less prone to error.

After creating user focus
groups to map the needs of
each business activity, Société
Générale chose Microsoft
Services to deploy its new CRM
system. Microsoft Services
helped them complete the
project in a very short
timeframe—just six months
from needs statement to first
version, and to implement
simultaneous pilots on three
different continents.

“Dynamics CRM helps us to better
organize our work. It helps us manage
our client portfolios better, more
actively, and more consistently. It’s a
real performance lever for cross-selling
between our sales teams.”
—Isabelle Dufex
Head of Institutional Client Relations,
Société Générale

Learn how to gain control over your customer data with Microsoft Services Dynamics Solution

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Banking on Customer Data using CRM increases client service satisfaction

  • 1. Banking on customer data using CRM increases client service satisfaction Market outlook 52% of companies believe their customer data quality needs to be improved 48% of companies do not have a plan in place to manage or improve customer data quality Société Générale 160K contacts at 50,000 client organizations 6.189B in revenues for 2012 12,000 associates in 33 countries on multiple continents Source: Data Quality and the Bottom Line, The Data Warehouse Institute; Société Générale, a financial leader, masters its client data and improves efficiencies With its information system central to intricate customer relationships, Société Générale teams used multiple software applications for client information. They were not intuitive, ill-suited to banking and finance vocabulary, and poorly integrated with the rest of the company’s system. The Microsoft Services deployment of Microsoft Dynamics CRM has saved employee time and increased employee productivity. They now access multiple tools with a single login; their tools are more intuitive and their searches more efficient. The company now has greater control over client data that is more accessible and less prone to error. After creating user focus groups to map the needs of each business activity, Société Générale chose Microsoft Services to deploy its new CRM system. Microsoft Services helped them complete the project in a very short timeframe—just six months from needs statement to first version, and to implement simultaneous pilots on three different continents. “Dynamics CRM helps us to better organize our work. It helps us manage our client portfolios better, more actively, and more consistently. It’s a real performance lever for cross-selling between our sales teams.” —Isabelle Dufex Head of Institutional Client Relations, Société Générale Learn how to gain control over your customer data with Microsoft Services Dynamics Solution