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CRM Integration for Banking & Finance Sector

Enghouse CRM Connect helps major banking group to improve customer experience and boost productivity by linking Salesforce and telephony solutions.

Giving agents immediate access to a customer’s full interaction history when they called was considered key to a faster query resolution, while improving productivity by providing agents with all the information they needed to do their jobs.

The bank needed a solution that was easy to integrate and that worked seamlessly with its whole infrastructure, including different phone systems, CRM platforms and specialist systems. Unsupported legacy systems that made it difficult and complex to integrate information further added to the challenge.

Benefits

  • Increased productivity and first call resolution
  • Improved customer service
  • Stronger agent morale
  • Future-proof solution supporting agents to work from home

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