OTHER·SERVICE AUTOMATION·June 30, 2026

Bajaj Capital — Service Automation, C360 & More

Bajaj Capital
SOLUTION
Service Automation, Customer 360, Mobility, AI Chatbots
Client
Bajaj Capital
Industry
OTHER
Solution
Service Automation, Customer 360, Mobility, AI Chatbots
5M+
Clients & Investors
2,000+
Relationship Managers
75,000+
Monthly Website Visitors (AI Bot)
3-in-1
Salesforce + Talisma + Freshdesk Replaced
THE CHALLENGE

The Challenge

Executive Summary

Bajaj Capital migrated from Salesforce, Talisma, and Freshdesk to a single, unified SimpleCRM platform. This transformation empowered over 2,000 Relationship Managers with mobile tools and unified data from 10+ core systems, enabling seamless omnichannel service for over 5 million clients.

The Challenge

  • Low Adoption: Sales and service teams were reluctant to use existing CRM tools.
  • Data Silos: Customer data was scattered across multiple disconnected systems.
THE SOLUTION

How SimpleWorks Helped

The SimpleWorks Solution

  • Omnichannel Service Automation for managing customer interactions across all digital channels.
  • Field Sales Mobility with a dedicated "Super-RM" mobile app.
  • AI Engagement with Chatbots and WhatsApp Bots.
  • Advanced BI dashboards across the organizational hierarchy.
RESULTS

Transformation Achieved

Project Highlight: Vendor Consolidation

Migration from three separate legacy platforms — Salesforce, Talisma, and Freshdesk — to a single unified platform: SimpleCRM.

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