Case Study: Geojit BNP Paribas achieves a unified desktop and 360-degree customer view with PositiveEdge’s Microsoft Dynamics CRM CCA integration

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Preview of the Geojit BNP Paribas Case Study

Geojit BNP Paribas unifies 633,000 clients with PositiveEdge and Microsoft Dynamics CRM CCA

PositiveEdge helped Geojit BNP Paribas, a leading Indian retail financial services company, address its need for a system to manage its sales, marketing, and customer service operations. The challenge was to optimize these business areas, increase productivity, and ensure transparency of information across all levels.

The solution implemented by PositiveEdge was Microsoft Dynamics CRM CCA 2011. This included creating a Unified Desktop for dealers and agents, integrating with Avaya CTI for telephony, and enabling access for Novell eDirectory users. The results provided a 360-degree customer view, better customer interactions during live calls, and a system that interfaced with existing products. PositiveEdge delivered a unified desktop system with integrated telephony, enhanced campaign management, and a dealer dashboard.


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