CRM Modernization for Financial Services

With hundreds of implementations across multiple industries, our expertise in Siebel and Salesforce applications is unparalleled. Our structured approach enables accelerated processes, metadata, and data migration from Siebel to Salesforce for financial service firms.

As companies look to reinvent the way they connect to their customers, Capgemini’s CRM Modernization methodology can help lower migration risk and improves client confidence in migrating to the cloud. We’ve also taken the pain out of managing the CRM system, enabling sales, marketing and service organizations to focus on increasing sales and customer satisfaction.
Jean Lassignardie, Head of Salesforce Expert Transformation Services.

High maintenance cost inhibits IT innovation

As much as 80% of IT budgets devoted to maintenance and infrastructure. Little is left to invest in the core business to retain and improve competitive advantage.

System and user interface complexity

Business-user adoption of comprehensive CRM functionality is the key to automation, operational efficiency, and real-time insights from reporting and analytics.

Timely upgrades; customer-channel preferences

Onsite CRM software upgrades are time-consuming and expensive, making it difficult to keep up with changes in market conditions and customer preferences. Adding social and mobile functionality to a legacy system not designed to support them can impair usability and performance- resulting in lost opportunities, interactions and customers.

Accelerate CRM to the Cloud

Capgemini’s CRM Modernization Solution is supported by a proven, repeatable, and FS- -focused methodology. This approach reduces risk and time-to-market, promoting client adoption via early, iterative testing training. Migrations can be completed in as little as six months by leveraging Capgemini RapidMigrate® and other IP assets. Built on the and Heroku platforms, RapidMigrate® accelerates the migration of Siebel metadata and data, producing a high-quality Salesforce database.

Work with a Proven CRM Systems Integrator for FS Firms

No other systems integrator offers the depth and breadth of Siebel and Salesforce expertise and FS- industry experience, as evidenced by:

  • Over 2000 completed CRM projects globally
  • Over 1000 certified Siebel and Salesforce resources
  • A Siebel Gold Star and Salesforce Global Strategic Partner
  • Migration and organizational change-management methodologies
  • Complete understanding of the Siebel data model
  • Track record of enabling two-thirds of Fortune 500 companies with their Cloud services requirements
  • Recipient of Salesforce 2015 Partner Award for Innovation in Financial Services
  • Rated by Gartner among the top global CRM systems Integrators*.

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*Source – The Gartner CRM Vendor Guide, 2015

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