SaFi Bank Space : Analytical/Bussines CRM

Status

COMPLETE

Impact

MEDIUM

Driver

Munnish (Unlicensed) Zbyněk Melichar (Unlicensed)

Approver

Vlastimil Hrabal

Contributors

Informed

Due date

Resources

Background

There was a selection between 2 different approaches:

  1. all at once with Salesforce that offers not just analytical CRM but a whole back office/ front office stack

  2. system just for analytical CRM

There was the decision not to go with SF (architecture obstacles, price).

There were two options https://www.meiro.io/ or https://www.merkleinc.com/
The winner is Meiro, which offers analytical CRM, the Merkle offers knowledge and their approach was to build the analytical CRM from available tools on the market (combine several tools )