Introduction  <ul><li>Mutual fund company dealing with institutional investors and investment professional </li></ul><ul><...
Distrust among Sales Managers Data not entered properly Blamed system Faulty Reports CRM  Product Usage Difficulties Commu...
<ul><li>Intended benefits </li></ul><ul><li>Prime Beneficiaries </li></ul><ul><li>Keep track of past contacts </li></ul><u...
Tracking the wholesalers & Assessing the Compensation System <ul><li>Wholesalers are the direct touch points with the cust...
Recommendations <ul><li>Making the system User Friendly </li></ul><ul><ul><li>Single password along with finger detection ...
  Product Usage Difficulties <ul><li>Multiple passwords  </li></ul><ul><li>Difficulty in remembering the details of the wh...
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Amagansett Funds (A)

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http://hbr.org/product/amagansett-funds-a/an/606005-PDF-ENG?Ntt=Amangansett

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Amagansett Funds (A)

  1. 2. Introduction <ul><li>Mutual fund company dealing with institutional investors and investment professional </li></ul><ul><li>Sales manager  Internal Sales rep  Wholesalers  Clients </li></ul><ul><li>Problems faced in CRM Software and fixing the broken applications </li></ul>
  2. 3. Distrust among Sales Managers Data not entered properly Blamed system Faulty Reports CRM Product Usage Difficulties Communication Gap
  3. 4. <ul><li>Intended benefits </li></ul><ul><li>Prime Beneficiaries </li></ul><ul><li>Keep track of past contacts </li></ul><ul><li>Plan future meeting and follow-ups </li></ul><ul><li>Coordination among the wholesalers </li></ul><ul><li>Assigning new tasks </li></ul><ul><li>Reduce individual dependency </li></ul><ul><li>Avoid duplication of calls </li></ul><ul><li>Sales Manager </li></ul><ul><li>Wholesalers </li></ul><ul><li>Internal Sales Rep </li></ul><ul><li>Clients </li></ul>CRM Benefits
  4. 5. Tracking the wholesalers & Assessing the Compensation System <ul><li>Wholesalers are the direct touch points with the customers </li></ul><ul><li>People with the best knowledge of industry , trends, personnel and internal climate of competitors as well as clients </li></ul><ul><li>Compensation linked with </li></ul>
  5. 6. Recommendations <ul><li>Making the system User Friendly </li></ul><ul><ul><li>Single password along with finger detection </li></ul></ul><ul><ul><li>Smarter Systems - Auto fill the basic information for people from same company </li></ul></ul><ul><li>Communicating the benefits </li></ul><ul><li>Link the Incentives with CRM </li></ul>
  6. 7. Product Usage Difficulties <ul><li>Multiple passwords </li></ul><ul><li>Difficulty in remembering the details of the whole week and updating them into CRM on Friday </li></ul><ul><li>Laptops were too heavy, slow & too big to carry </li></ul><ul><li>Redundancy in data typing </li></ul><ul><li>Time consuming </li></ul><ul><li>Back </li></ul>
  7. 8. THANK YOU !!!!!

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