It was crucial for Credaris to take the big step and implement a robust system to meet its customer’s expectations. This is when Credaris and Rolustech had a discussion of the problems that Credaris was facing.
Turned out that Credaris was looking to expand globally and have a solid system that allows them to store data on-site and configure it. After a thorough analysis of the challenges faced by Credaris and focusing on its goals, the team of CRM Developers and Experts at Rolustech came forward with the following solutions:
Data Migration: All their data was migrated to Sugar. Moreover, the team at Rolustech ensured that they build the functionalities of the best loan management software required to improve the efficiency of the business processes of Credaris.
Workflow Automation: Through workflow automation in SugarCRM, the CRM users at Credaris were directed toward the next best possible step based on the current information and status of a lead.
Now, with just a click, a sales rep was able to perform an automated action depending on the business’s needs. This removed the bottlenecks in communication and helped to increase the conversion rate by leveraging CRM as the best loan management software.
Centralized Interface: With SugarCRM implementation, the team at Credaris had a centralized view of all their loan management activities. They were able to streamline recordkeeping by creating accounts for different customers in Sugar, maintaining records and updating customer databases.
Document Management: The team at Credaris enhanced its productivity by having all the documents at a unified platform. Not just the employees, but the agents also used Document Dashlet to easily view and manage different documents. The CRM software also allowed users to drag and drop documents, extract the required pages from a document and merge different document pages which further simplified document management in Sugar.
Lead Qualification Dashlet: To ensure that all the important data regarding a prospect was stored and updated, a Lead Qualification Dashlet in the CRM was created. This allowed agents to call customers and gather information.
Risk Profiling: Risk profiling was also added to the CRM along with a risk analysis tool. This feature in Sugar allowed the team at Creadis to accurately determine and identify customers that were eligible for loans against the specified criteria. Later, the screened leads were automatically notified to submit the relevant documents.
Email Archiving: Email Archiving was also implemented in Sugar via Outlook Plugin. This allowed the team at Credaris to automatically create documents from attachments in email to link with a lead. Thus, it helped to easily retrieve the right information at the right time and streamline communication with the customers.
Maintaining Databases: With SugarCRM implementation, Credaris was able to maintain databases of customers with their personal information, credit requirements, loan preferences, etc. To provide an unparalleled experience to repeat customers, an automatic flow was created to leverage the customer database and provide a quick response. This process helped in streamlining customer journeys and resulted in a seamless cycle for repeat business.
360-Degree View of Customers: There’s no better CRM system than SugarCRM for Credaris as it met all their requirements. Being a user-intuitive platform, Sugar offers endless possibilities for SugarCRM configuration and SugarCRM customization.
Custom Reporting: Numerous custom reports were created to provide the Credaris team an extensive level of information for each data set in a single view. This provided them a holistic view of customers, reduced the staff workload and helped in better decision making.