On Demand CRM Guide | CRM Case Studies

Salesnet CRM: Eastern Bank gets better sales insight from easy access to forecasts and analysis

Based in Boston, Eastern Bank is the largest independent, mutually owned commercial bank in New England, with $4.6 billion in assets. Eastern offers a broad range of financial products for a broad range of customers: consumers, businesses, investors, government agencies, and others. The bank has built a solid reputation for quality customer service. Yet as Eastern grew, it needed to become more proactive in responding to customer needs. It required a method to expand its customer-oriented, business development processes.

Salesnet's Solution
The bank tapped Salesnet's On Demand CRM to help it expand business growth while maintaining and exceeding customer expectations. High data availability and tight security were also important business drivers. Eastern began a pilot program of On Demand CRM in the small business banking and investment advisory areas. The launch was a success and is now being rolled out more widely.

Benefits
Salesnet's on-demand access into account and deal data empowers Eastern to quickly respond to customers' service and product needs. Eastern's employees are empowered to manage the entire business more proactively.

Salesnet's accurate forecasting and reporting allow management to maintain better control over sales rep activity and generate on-target sales projections.

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