Selection of a suitable CRM software solution for the overall group

Project goals

• Implementation of a CRM location analysis and selection of a suitable CRM software package
• Facilitation of a sound CRM system decision

Project focus

• Development of a CRM model
• Implementation of target assessment and consolidation of the CRM requirements of all business units
• Selection of suitable CRM suppliers and preparation of tendering documentation
• Design of feasibility analysis as preparation for a decision
• Establishment of a basis for decision-making

Our customer

• Metzler is the oldest private German bank in uninterrupted family ownership (founded in 1674)
• Focus on individual capital market services for institutions and demanding private clients in the core business fields of asset management, capital markets, corporate finance and private banking
• About 800 employees (2016)