update deplayment at Mayflower Capital AG

Case Study (PDF)

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Dr. Carsten Stockmann

Member of the Executive Board of Mayflower Capital AG

update has proven itself in practical application. The strong sales orientation of the interfaces and the prospect of quick and successful experiences in sales were also important to us. The system from update brought along the great flexibility required for a single sign-on concept and the integration of a multitude of tools on the basis of Web services.

Firing up growth with CRM

Mayflower Capital AG, which was established in 2007, wanted to do everything right from the start when it came to CRM. Using update. seven as a basis, this independent financial service provider took the opportunity to develop a new CRM system that would be perceived and used as a central tool by the company‘s employees – without old „baggage“. All relevant customer and business information is made available via CRM. In addition, the system relieves the advisors of
significant administrative work thanks to its high degree of process automation.

Summary