Enabling digital transformation through embedded analytics

5 million

Records aggregated

1, 400 hours

Time saved monthly

5 systems

Integrated into 1 dashboard

Background

Client Relationship Management is an integral part of the sales lifecycle. How do you embed analytics into the process to enable faster and more accurate reporting whilst improving responsiveness to customer needs?

Technology partners

Qlik

Qlik helps companies around the world move faster, work smarter, and get ahead with an end-to-end solution for deriving value from data. Qlik has been a Leader in the Magic Quadrant for Analytics and BI for more than 10 years.

2021

ELITE Parner in France

10+

years of partnership

100+

consultants trained

Challenge

Our client, a $1.7bn revenue global financial services organisation, was using a CRM platform that relied on various disperse systems to access other key pieces of information for client purposes. With over 200 CRM users per month, each individual user would have to log into these separate applications to gain data, which was a convoluted and time consuming process. Additionally, the information was not presented in an easily digestible format, meaning service levels and client response time frames were compromised.

Approach

Keyrus worked with the client's CRM team to create a single view dashboard in Qlik Sense. This was done through interviews, analysis and understanding of user's primary needs. Over 5 million records, from 5 separate systems, was embedded into a user friendly single workflow. Data security was taken into account, with permissioning set up so that each user can only access the analytics specific to their client.

Key results

01
Business users now have analytics capabilities at their fingertips.
02
Integration of complex separate systems into a single workflow.
03
Ability to view trends and identify client issues very quickly.

Benefits

Reporting that was only possible on a monthly or quarterly basis and that required multiple teams and days to create, can now be monitored on a daily basis in near real-time in a self service fashion at a click of a button. Each user is saving an average of 3 days of work per month with the new solution. The project has accelerated the interest of analytics throughout the CRM team globally. Better visibility of client data has enabled the client to become more responsive to any issues. It also allows for trend and predictive analysis to help the business remain competitive.

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