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Financial Services

Enhancing Riverty’s CRM Capabilities with Microsoft 365 Copilot for Sales

In just nine weeks, Capgemini Invent and Riverty redefined CRM engagement, including integrating Microsoft 365 Copilot for Sales to drive efficiency and innovation in sales operations

Client: Riverty
Region: Global
Industry: Financial Services

Client Challenge: Riverty faced challenges with fragmented CRM activities and a lack of transparency that slowed its sales processes and the overall CRM system’s functionality.

The Solution: Capgemini Invent elevated Riverty’s CRM with Microsoft 365 Copilot for Sales and Sales Premium, focusing on AI integration, change management, and user adoption to boost productivity and operational efficiency.

Benefits:

  • Enhanced CRM user satisfaction by 23%*
  • Accelerated retrieval of sales information by 67%*
  • Improved CRM functionality ratings by 44%*
  • Elevated usage of CRM sales functionality by 33%*
  • Increased CRM ease of use by 31%*
  • Fostered a more customer-centric approach, improving customer interactions and overall service quality

*Based on user survey.

Unser Experte

Marcel Schmidt

Senior Manager | Customer First, Capgemini Invent Germany
Marcel Schmidt ist ein Microsoft Dynamics Experte im Bereich CRM und Service Transformation. Mit über 10 Jahren Erfahrung im Customer-Relationship-Management verfügt er über umfassende Best Practices im Zusammenhang mit Microsoft Dynamics sowie Business-Transformationen in unterschiedlichen Branchen