Case Study: Bajaj Capital improves CRM efficiency and customer visibility with LeadSquared

Bajaj Capital unifies 100+ branches in 2 months with LeadSquared

Bajaj Capital, a major financial services company in India with over 100 branches, faced challenges with its legacy CRM and in-house ERP systems. These systems suffered from reliability issues, data inconsistencies, and complex workflows, making it difficult to support their expanding customer base and digital operations. They sought a new CRM partner to bring structure and efficiency to their processes, leading them to vendor LeadSquared and its Sales CRM platform.

The solution implemented by LeadSquared provided a robust, mobile-first CRM that standardized workflows for Relationship Managers and integrated seamlessly with existing tools like Zoom and their proprietary Wealth Marker ERP. This integration offered a 360-degree customer view and automated lead assignment. As a result, Bajaj Capital achieved greater efficiency and data-driven operations, onboarding over 100 branches and empowering teams with real-time, actionable customer insights. LeadSquared's implementation was completed within two months and has set a foundation for future AI-driven customer engagement.

Bajaj Capital