• «Client First» CRM project as a change management project with the introduction of the Client Experience Program.
• Integration of a central team for the validation for all relevant company data mutations.
• Fully integrated functions for data quality management (personal data, company data, relationship data and opportunity data)
• Depiction of corporate groups and public-legal structures (including depiction of D&B company structures)
• Comprehensive sales support with SWOT analyses, perfectly tuned to the consulting market
• Journalized depiction of the relationship network through all PwC offices in Switzerland, with all customers and contact persons.
• Depiction of specific targeting activities for groups of companies or people
• Comprehensive opportunity management with multilayered reports and multiple, data-controlled notification procedures
• Comprehensive support for marketing campaigns with consideration of a wide range of marketing functions
• Permanent measuring of user activity and data quality enables the controlling of various success and behavior goals.
• Web service interface to Abacus/iPower – an in-house development by PwC Australia (starting mid-2009) – BSI CRM is the master system for the capturing and mutating of all company data.
• Import interface to SAP HR for the automated generating and modifying of user data.
• Complete calendar synchronization with Lotus Notes
• Exporting of personal data to Lotus Notes
• Just half a day of basic classroom training needed for the approx. 2,500 users.
• Training for the PwC Opportunity Process or Targeting Process takes place directly in «Client First».

Concept | Development | Integration | Support