D365

I identified an opportunity to re-design the lead form.  We conducted research by consulting with the NCC Agents.  Once we obtained their input, we created a prototype of the lead form and presented to the Agent. This was a critical stage of the project as we were in a race against time, and we had …

Project Background Nedbank has set out on a journey to upgrade the current version of CRM 2011 to D365. In an effort to modernise and improve the user experience for campaign managers. The expected business outcomes include: improved efficiency and productivity, enhanced lead optimisation, and improved collaboration between campaign managers and wider business. We identified …