Leading Finance Company Experiences 10x Improvement in its CRM Performance
The ease and simplicity of the program and the way that the Trantor Team has continued to develop solutions around and integrated with our CRM is simply amazing.
Business problem
The client was using manual processes to update a database of over 4 million records and supported more than 100 concurrent users in CRM. There was a need to automate the data import process.
The client used to get leads from multiple sources, including Independent Sales organizations (ISOs) and sales consultants. All data was imported manually into Dynamics CRM. This led to multiple problems including:
Error-prone data – with multiple rows of duplicate files, and wrong information
Inefficient process – Data import had become extremely time-intensive, leading to performance issues
Service-level objectives could no longer be met reliably, reducing productivity
As a result – Dynamics CRM was unable to deliver real value.
Solution delivered
The team, after understanding the client’s process evaluated all the options for batch data import. Trantor eventually proposed complete customization of their CRM.
Batch data import greatly reduced the time taken to feed data from Excel files into the Dynamics CRM.The time taken was reduced to one-tenth of that taken by row-by-row processing.the client could run 3.5+ million records seamlessly
The time taken was reduced to one-tenth of that taken by row-by-row processing.
the client could run 3.5+ million records seamlessly
Results
10x improvement in data import
Up to 60% acceleration in user response times
30% improvement in lead management process
Technologies
Salesforce APIs
JAVA
HTML
