TABLE OF CONTENT

About the Client

The client is a renowned financial institution in Saudi Arabia, operating across multiple Middle Eastern markets. With over 25 years of industry experience, the organization specializes in corporate banking, investment banking, public finance, and sovereign wealth management. They serve leading enterprises, including McKinsey, providing financial solutions that drive economic growth.

Key Challenges Faced by the Financial Institution

Low CRM Adoption: Sales teams were hesitant to adopt new digital tracking tools.
Lack of Engagement: Traditional CRM systems failed to keep sales reps motivated.
Complex Integration: Existing banking ERP systems posed integration challenges.
Security Concerns: Sensitive financial data requires robust protection.
Manual Sales Tracking: Inefficient data monitoring and performance analysis methods.
Limited Mobile Access: Need for a cross-platform CRM accessible from anywhere.

The Solution

Unthinkable developed a cutting-edge, gamified CRM system tailored to the client’s needs. By integrating interactive game mechanics, the solution encouraged competition, collaboration, and performance tracking. The CRM system was seamlessly integrated with the client’s existing ERP, ensuring smooth data flow and security compliance.

Key enhancements included:

Cross-Platform CRM Development: Built a responsive mobile CRM for Android and iOS.
Gamification Features: Integrated leaderboards, badges, and rewards to boost adoption.
Performance Tracking Module: Provided real-time insights into sales performance.
Secure Role-Based Access: Implemented granular permissions for data security.
Seamless ERP Integration: Ensured smooth functionality within the existing banking ecosystem.
Custom Reporting & Analytics: Enabled data-driven decision-making with advanced reports.

Unthinkable leveraged the PhoneGap framework to build a cost-efficient, native-like mobile app, reducing development time by 30%. By incorporating role-based permissions, data encryption, and automated workflows, the CRM system ensured security and compliance with financial regulations. Agile methodology allowed for rapid development, testing, and deployment, aligning with the client's strategic goals.

The Impact

The gamified CRM solution led to significant improvements in sales engagement, data accuracy, and business efficiency. The client experienced:

A 27% increase in total revenue due to improved sales tracking and engagement.
Higher sales rep motivation with real-time leaderboards and performance rewards.
Enhanced CRM adoption, reducing resistance among sales teams.
Seamless data integration, enabling better financial decision-making.
Faster deal closures, thanks to automated performance insights.
Stronger security controls, ensuring regulatory compliance and data protection.

Conclusion

With Unthinkable’s innovative CRM solution, the client successfully transformed its sales operations. Gamification not only improved user engagement but also increased revenue and efficiency. By seamlessly integrating with their ERP, the financial institution ensured a smooth transition to digital sales management. This transformation highlights the power of smart technology in driving business success and operational excellence.