ScienceSoft Global
Insurance
Investment
Multi-Component CRM System for a Health Insurance Advisory Firm
ScienceSoft used Dynamics 365 Sales, Marketing and Customer Voice, Power Apps and numerous third-party systems to build a comprehensive CRM ecosystem for a healthcare advisory company.
Our Projects in BFSI
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7 results:
Fintech CRM Migration Consulting to Optimize Costs and Minimize Risks
ScienceSoft compared the three best-fitting CRM platforms in the context of Client needs and advised on the most feasible option. The company received detailed discovery documentation and a step-by-step plan for a smooth migration to Microsoft Dynamics 365 CRM.
CRM Development to Streamline Sales and Managerial Activities in a 7,000-Employee Bank
ScienceSoft joined the project to help the Client create a CRM system for a bank with 7 million clients. Our team developed three modules: customer base management, sales activities planning, and advanced analytics.
CRM Migration Consulting to Improve Claims Management Process
ScienceSoft designed a paperless claims management solution, including a CRM solution requirements specification and an integrations outline.
Salesforce Community Cloud Customization for More Personalized User Collaboration
ScienceSoft provided Salesforce Community Cloud customization to increase collaboration capabilities on the Client’s dedicated platform and increase the solution’s ROI.
Microsoft Dynamics 365 and SharePoint Integration for Convenient Document Management
ScienceSoft provided consulting services to a US-based midsize financial advisory firm to ensure smooth Dynamics 365 and SharePoint implementation and integration.
ScienceSoft’s Proprietary Email Tracking Tool to Improve Email Communication with Customers
ScienceSoft deployed EmailScoop, an email tracking tool for Microsoft Dynamics 365, that allowed the Client to efficiently track email interactions related to the sales of the Client’s structured investment products.
