BANCO SANTANDER
SalesForce as CRM for the entire Wholesale Banking area 

THE CHALLENGE

After an analysis of the possible solutions within the CRM market, Banco Santander begins to work with SalesForce for the entire Wholesale Banking area in order to support the Commercial Activity of the business. 

To meet the challenge of doing projects with Salesforce, a competence center specialized in Salesforce is created within ISBAN with the following objective: 

  • To establish an area within the bank with Salesforce that would allow knowledge to be brought together.
  • To establish a know-how with the bank to carry out projects, being responsible for the validation of both technical and functional designthus establishing a seal of quality of the project. 

THE RESULT

The success of the project with SalesForce in 14 countries and especially the success of the Competence Center in the management of the project within Banco Santander means that the entity is using this knowledge anmethodology for new projects with SalesForce:

  • New projects with SalesForce in other areas of the Bank
  • New CRM Retail Marketing (inclusion in the Marketing Cloud

THE PROJECT

Creation  of a global CRM (14 countries) configuring both the commercial activity and the consolidation of the pipeline, being the most relevant developments: 

  •  Integration with Bloomberg.
  • Integration with different telecommunication services (CTI).
  • Mobilityusing security solutions based on VPN and SSO.
  • Outlook. Outlook integration allows you to mange emails, contacts, events and tasks.
  • Wave Analytics. Allows you to transform the way you explore data, find answers, and take action.
  • Integration with structural systems of the Bank (Prices, exchange rates, structuresboth online (Webservices) and with BATCH processes.