Caisse des dépôts

The Caisse des dépôts et consignments and its subsidiaries constitute a public group serving the general interest and economic development of the country. The Group performs missions of general interest in support of public policies conducted by the state and local authorities and can engage in competitive activities.

Project issues

  • Have a better understanding of the CDC’s footprint by territory
  • An easier consultation of data by centralizing in a single interface
  • Professionalization of the customer relationship approach: facilitated interview preparation, follow-up of actions, prospecting programming tools, etc.
  • Reducing the number of licenses on certain tools, if any

Results

Functional contributions: 360-degree vision of the customer, partner or prospect, detection and qualification of projects, follow-up of requests, sharing of confidential information and management of commercial prospecting actions.

fruition

  • Technical design and development of features tailored to the CDC’s business needs on a Dynamics 365 base
  • Implementation of SSIS feeds to integrate data from the group’s many business applications
  • Delivery of lots of features within the Scrum methodological framework (sprints lasting 3 weeks)

Technical environment

Putting in place a bespoke CRM with Microsoft Dynamics 365

Other customer cases

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