Lead Generation Process

Suma Soft's Microsoft Dynamics Team Helped Improve The Lead Generation Process of a Real-estate Mortgage Lending Company Based In the USA.

Client’s Background

Our client has deep roots in the real-estate mortgage lending industry and has been a prominent performer for the past 91 years. They are the leading real-estate mortgage lending company based in the USA. They offer the best loan programs using the best mortgage tools available on the Internet. Moreover, our client has a team of experienced loan officers available to answer any questions. They help deliver their clients the dream of homeownership and provide customers with the guidance they need to choose the best loan as per their financial situation.

Project Requirements

With a growing business, the client had specific challenges with lead generation. The client was using 17 partner websites to generate leads digitally. These leads were manually assigned to their sales team; however, the entire process was tedious and cost-consuming. The client used three different CRMs such as Encompass, Salesforce, and Home caption for lead management and calculations, Lead assignment, and campaign management. However, managing three different CRMs was getting difficult.

  • Thus, the client wanted to synchronize their existing desktop and web-based CRM with a highly secured cloud platform.
  • They wanted a solution that would allow them to access data from anywhere with ease.
  • They wanted to reduce the cost of the configuration and integration of a new server in the existing environment.
  • They wanted to automate the lead generation and assigning process.
Project-requirment
Project-requirment

Solution

Our expert team at Suma Soft offered a complete Microsoft Azure Cloud Hosting platform to the client and improved their business agility. We integrated the client's desktop CRM to Microsoft Dynamics 365 and migrated the local active directory to an Azure-based active directory. Additionally, we performed the migration of the exchange server and provided the migration of the Windows domain from the older version to the latest version.

Technologies Used
  • Dynamics 365 online - Customization, Development
  • Client-side and server-side (Plugin & Workflows)
  • REST API Integration
  • Gravity form Integration
  • Microsoft on-premises version
  • 3rd party application Integration with Dynamics 365 for complete sales module (Leads, opportunities, custom workflows, plugins, ribbon workbench, etc.)

Business Outcome

  • Reduced Turn-around-time (TAT)
  • Improved revenue and profitability
  • Reduced operational costs
  • Consistent and efficient customer service delivery has resulted in establishing better client relationships.
  • Effective management of leads, prospects, contacts, and campaigns
  • Better prospect segmentation, campaign planning, execution, and reporting
  • Microsoft Dynamics CRM made it easier for the client to set up, manage, run and analyze marketing campaigns

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