CRM Upgrade for Mortgage Lending Firm Based out of Connecticut

Case-Study_Mortgage-everglow

CRM Upgrade for Mortgage Lending Firm Based out of Connecticut

The legacy versions of CRM will be out of the market soon, which demanded this mortgage lending firm to upgrade from MS Dynamics CRM 4.0 to D365 (online). Furthermore, they required syncing data from the website to enable productive customer relationship management.

Client Requirement

The limited functionalities in marketing options and unfeasibility of CRM v4.0 which is costing money and time are driving firms to upgrade their CRM to the latest versions. Compatibility and support issues are hindering the business workflows which necessitates the client to upgrade to D365 from CRM v4.0. The data from the website for marketing activities were manually documented and email campaigns were manually categorized and organized which needed to be automated.

Solutions

The new set of features and modules introduced in D365 includes advancements in intelligence, mobility, and service, with significant productivity enhancements those are on par with the complex business needs of a mortgage firm. Through native integration with web services, the data entered in the website by visitors were synced with CRM eliminating the need for manual data entry. Next generation of D365 for marketing enabled sending automated emails based on service variant and improved the tracking of the mails.

Improved Workflow Coordination

Increased Productivity in Marketing

Reduced Lead Leakage

Technology Stack

  • CRM 4.0
  • CRM v2016
  • Web services