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Social CRM in Action in Banking

Kotak Mahindra Bank - Banking

Kotak Mahindra Bank uses Salesforce to improve customer experiences. They unified lead... management and loan processes. This helps approve loans faster and cross-sell better. They also created a 360-degree customer view. This makes service seamless across products. Salesforce helped them consolidate 12 systems into one platform. This transformation took eight months.

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First Citrus Bank - Banking

Crystal helps First Citrus Bank improve sales meetings. The bank uses... Crystal's personality insights for pre-meeting strategy sessions. Sales reps prepare with personality predictions to better connect with prospects. Since using Crystal, calls are more engaging and rapport is stronger. The bank reports increased conversion rates and less wasted time in meetings. Crystal is now required for all important client meetings.

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Social CRM in Action in Insurance

Saskatchewan Blue Cross - Insurance

Sales Creatio, Marketing Creatio, and Service Creatio helped Saskatchewan Blue Cross improve customer service and technology. The company needed... a scalable, customizable CRM and automation platform. Creatio delivered end-to-end sales management, automated workflows, and advanced analytics. Staff performance increased by 25%. Fast deployment led to rapid ROI and better operational transparency.

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The Social CRM Blueprint for Better Selection Decisions in Computer Software

Bloomerang - Computer Software

Nutshell CRM helped Bloomerang organize its sales process and support rapid growth. Bloomerang needed a... simple, intuitive CRM that worked well with Google Mail. Nutshell’s integrations and custom reports made it easy for the team to manage leads and sales. Since switching to Nutshell, Bloomerang has averaged about 100% revenue growth per year. The CRM also helped Bloomerang’s customers increase donor retention rates.

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The Latest Social CRM Deployments delivering value in Information Technology And Services

headhuntr.io - Information Technology And Services

Nimble helped headhuntr. io organize millions...of candidate profiles and sales contacts. The company switched from spreadsheets and email to Nimble CRM for better contact management. Nimble's integration with Office 365 and social media made it easy to enrich profiles and automate sales tasks. The sales team doubled in six months after using Nimble. Group messaging and automated tracking improved outreach and sales effectiveness.

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Driving ROI and results: Understanding the Impact of Social CRM in Consumer Goods

ITC Limited - Consumer Goods

Simplify360 helped ITC Limited improve customer engagement and decision making. ITC used Simplify360’s... omnichannel platform to track conversations for 25 brands. They integrated data from social media, e-commerce, and over 100 sites. ITC gained real-time insights and analytics for marketing and product decisions. The platform enabled monitoring of 25 brands and 1000 sources from one dashboard.

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The Social CRM Blueprint for Better Selection Decisions in Telecommunications

OpenPhone (now Quo) - Telecommunications

Notifier helped OpenPhone, now called Quo, get their first 1,000 customers. The founders used... Notifier to monitor Reddit for relevant conversations and competitor mentions. This let them join discussions and connect with early adopters, all with a $0 marketing budget. Notifier turned social listening from a manual task into an automated process. OpenPhone grew to over 100,000 customers and raised $105 million. They still use Notifier for brand building, customer support, and market research.

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