Leading Finance Company Experiences 15% Reduction in Total Cost of Operations with One Innovation
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 looking to automate the data input process, support integration, and achieve higher efficiency for their currently unsalable CRM system.
CRM was unable to deliver any real results
Data import had become extremely time-intensive, leading to performance issues
Service-level objectives could no longer be met reliably, reducing productivity
Solution delivered
Having worked on various technology upgrades for the client, Trantor understood their business scenario and processes really well. Trantor began with putting a meticulous action plan, followed by identifying appropriate resources and putting a coordinated timeline in place.
Using out of the box APIs, the Trantor team built:
Robust data update utility feature within the CRM, making batch data import into the CRM possible. Now the client could run 3.5+ million records seamlessly, and in a fraction of the time taken earlier.
Fraud detection feature to run within the CRM, simplifying operations significantly.
Mobile site for the CRM, making it easier for sales representatives on the move to input data
Results
10x improvement in data import
Up to 60% acceleration in user response times
30% improvement in lead management process