The Forums on slxdeveloper.com are now retired. The forum archive will remain available for the time being. Thank you for your participation on slxdeveloper.com!
|
|
[Solutions to Bank]
Posted: 23 Mar 06 10:31 PM
|
Hey Ryan & everyone Recently, i have a customer belongs to Bank industry. they need a saleslogix solution to maintain their customers. and actuly i has not done this kind solution before. if there anyone did this, please give us some suggestions Thanks and wish the suggesetions
|
|
|
|
Re: [Solutions to Bank]
Posted: 24 Mar 06 1:27 AM
|
fiogf49gjkf0d Jamie it really depends what the bank is wanting to use SalesLogix for. Right from SFA to CRM. Here is where the catch is. What does the bank want to do?
Automate CRM for Commercial Banking Group Retail Banking Group Private Banking Group
Infact some of the core banking applications fall back on some of the CRM Capabilities, while some of the Core Banking product vendors are now switching to develop a CRM product that plugs with the core banking grouop as a part of their product offering.
Here is what SalesLogix will do in its current Avataar.
Deploy CRM as individual Sites at Commercial Banking Group division Retail Banking Group division Private Banking Group division of the bank.
If you attempt a Customer data model that is across all the above divisions then the implementation can get complex. We have addressed these situations in India and our experience says that customization should be on the Web instead of the SalesLogix Client/Server combo.
Now when it comes to customizations of the Web Client two ways to do it using the SalesLogix WAPI and SalesLogix Web Host. Alternatively develop in ASP.Net and call these pages in the SalesLogix Web Application.
Ofcourse if you do it in Legacy SalesLogix WAPI then there is limitation in the way you do development in terms of RAD and SCCS.
SalesLogix has been deployed in Wells Fargo Bank in Australia. SalesLogix has been deployed in HSBC Commercial Bank in India.
|
|
|
|
Re: [Solutions to Bank]
Posted: 25 Mar 06 8:57 PM
|
There's a SalesLogix BP who has specialized in the banking industry. If you're US based and would like to partner with a SLX BP you may want to call Gene Mehr at GuideMark. His number is 603-888-5500. Tell him I sent you! This is their focus and niche with SLX. |
|
|
|
Re: [Solutions to Bank]
Posted: 10 Apr 06 8:33 PM
|
fiogf49gjkf0d Hi ,
My customer's requirement focuse on the process management.
Their department responsibility is CARD management, they need to manage their VIP card Users and Company Card users and want to conduct the Key customer 's One to One management.
They have a data warehouse and analysis tools.
Does Anyone meet the requirements?
Kannan, Can you send me the solution of Wells Fargo Bank or HSBC Commercial Bank ?
Thank you in advance!
Kener Liu In Beijing
|
|
|
| |
|
Re: [Solutions to Bank]
Posted: 10 Apr 06 8:56 PM
|
fiogf49gjkf0d Kener, See the email I sent you directly for Gene's email address. If this doesn't work. Email me back directly! Good luck! Hope you make some Yuans and Gene makes some US dollars! Good luck with the 2008 Olympic Games, too. Get me a couple of seats and a good place to stay! TOm |
|
|
|
Re: [Solutions to Bank]
Posted: 11 Apr 06 12:08 AM
|
fiogf49gjkf0d Tom yeah if you will come to Beijin, Kener would like to order Olymipic Games tickets for you |
|
|
| |
|
Re: [Solutions to Bank]
Posted: 21 Apr 06 1:32 AM
|
fiogf49gjkf0d Kener,
I have sent this document to our local Sage Account Manager in China George Dai, kindly coordinate with him on the same. Hope this helps.
Regards Kannan |
|
|
| |
|