Caisse des Dépôts

Caisse des Dépôts, a major French public long-term investment institution, wanted to modernize its customer engagement processes and better equip its teams to manage relations with its institutional and private clients. The goal was to deploy a CRM solution capable of scaling across business lines while providing a single, unified view of customer data.

Challenges

  • Centralize customer data within a single system
  • Improve the quality and accessibility of information for internal teams
  • Support both business development and ongoing relationship management
  • Increase operational efficiency and responsiveness

Réalisations

MASAO supported the deployment of Microsoft Dynamics 365 CRM, tailoring the solution to the institution’s unique requirements:

  • Deployment of a centralized data model for all customer entities
  • Configuration of business processes for both institutional and private customer segments
  • Integration with existing platforms and data sources
  • Support for user adoption through training and change management

Results

Key functional benefits include a 360° customer view, smarter opportunity qualification, streamlined request tracking, and efficient sales prospecting management.

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