Vegacompass, Business optimization through CRM domain & Tech knowledge

CASE STUDY

CRM Overhaul: Streamlining Systems and Boosting Automation for MaxxTrader

Description

MaxxTrader, a subsidiary of Singapore Exchange, aimed to optimize its CRM operations by identifying the right CRM fit, integrating bespoke systems, and phasing out outdated legacy platforms. With a focus on improving efficiency and automation, MaxxTrader embarked on a systematic overhaul of its CRM infrastructure, leading to improved customer management and streamlined processes.

Work Details

Conducted a detailed assessment to identify the best CRM solution tailored to MaxxTrader’s operational needs.

Integrated bespoke systems with the new CRM to ensure seamless data flow and process alignment.

Planned and executed a phased decommissioning of legacy systems, ensuring a smooth transition without disrupting operations.

Automated key CRM workflows to enhance efficiency and reduce manual intervention in customer management tasks.

Benefits

Boosted operational efficiency by 40% through the automation of CRM processes and reduced reliance on outdated systems.

Improved data accuracy and customer insights by integrating bespoke systems, leading to more informed decision-making.

Phased approach ensured minimal disruption during system transitions, maintaining business continuity.

Enhanced customer management capabilities, resulting in faster response times and improved overall client satisfaction.

*Delivered as Thutech

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