About client

Company offering loans for business customers. It has 13 branches in Poland.

The challenge

Dynamics CRM implementation was caused by the need of supporting big number of loans given and thus the number of documents generated in the proces.

What we did

  • Analysis of the sales, creditworthiness verification process.
  • Design and implementation of a system supporting the sales of loan products and its process monitoring based on Microsoft Dynamics CRM 2013.
  • Training and documentation for business users and IT.

Effects

  • System operating in the 13 branches in Poland.
  • System is supporting loans advisors with selling products.
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