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20I have a challenge arriving at the best approach for designing our CRM.
Our company is a group of 5 subsidiaries with different products. One Customer can exist accross more than one subsidiary, there are also different customer categories (Individual, joint, corporate), (Minor, Adult), (Household, Single client) and segmentations (retail, high net-worth, etc) and one customer can end up I'm separate segments I'm different subsidiaries depending on their net-worth.
1. How can I setup my CRM to create a customer once and map to different subsidiaries, products, segments, customer type? All the subsidiaries have common client data requirements like Name, next of kin, KYC, while some sunsidiaries have other specific data requirements such as beneficiary details, etc in addition to the common data.
2. How can I create a 360 degree view of a customer that owns accounts in more than one subsidiary in one dashboard so that management, sales and marketing teams can view the holdings of the customer accross the different subsidiaries in one view?
3. How can I report data of one subsidiary independently of other subsidiaries? Such as number of customers per subsidiary, number of products purchased per subsidiary, number of individual accounts per subsidiary, segments by subsidiary, etc
4. How can I visualise the customer journey to display the channel of acquisition of the client and the point of acquisition in another subsidiary?
5. How do I manage the account onboarding process for the customer when they are buying new product from another subsidiary?
6. In some cases, we want to encourage customers to have products in more than one subsidiary, so we create a product bundle as a single product but containing products from more than one subsidiary. How can we handle this type of product bundling, considering the customer has to go through the specific onboarding process of the subsidiaries whose product is represented in the bundle?
7. How can we manage user security roles in this kind of setup? Some of the users and teams work accross more than one subsidiary.
I will appreciate answers with as much details as possible.
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