Increased Customer Retention by 25% Personalized engagement and regular follow-ups built stronger relationships.
The Gold company specializes in buying, selling, and offering investment options in gold. With an extensive presence in Karnataka, the company aimed to improve customer retention, attract new clients, and enhance customer satisfaction by implementing a robust CRM system. The Company partnered with Dhumi Technologies (AI Automation Company) to implement a state-of-the-art CRM system tailored for the finance and gold trading sector.
Tailored CRM workflows for gold-related financial transactions. Employees were trained to effectively use the CRM for data management and customer interactions. Phased roll-out starting with key branches, followed by company-wide implementation.
Boost in Revenue by 20%: Upselling and cross-selling opportunities through tailored recommendations. Improved Efficiency:
Automated workflows reduced manual tasks by 40%, enabling staff to focus on customer service. Enhanced Compliance: Secure data handling improved customer trust and ensured regulatory adherence.
