Enhanced B2C interactions using Salesforce.com CRM

Syntel’s client is a leading provider of financial services to credit unions, their members, and valued customers worldwide. It provides innovative commercial and consumer insurance, as well as protection products to safeguard customers’ assets and help find solutions for their financial needs. Credit Union (CU) advisors used a CRM to track and maintain their interactions and sell products. They wanted to group contact details of CU members from the same household to appear under a single entity to facilitate decision making.

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