CRM for Leasing

Microsoft Dynamics CRM can address many areas of immediate focus for leasing companies, including branch sales operations, customer segmentation, cross-selling and up-selling opportunities, marketing automation, campaign management, customer service, complaint management, collaboration, and business analytics.

Our solution for Leasing companies supports full portofolio of Leasing business processes with core focus on:

  • Leasing of personal and utility vehicles. Focus on private and corporate accounts with full set of functionality for   leasing process support – leads, dealer management, marketing, sales   management and customer care to ensure that customers get best   services possible.
  • Leasing of transport equipment. Supports business processes of selling transport equipment to corporate   accounts.
  • Machinery and technological equipment. Management of processes of selling complex technology   equipment   leasing to corporate accounts
  • Operative Leasing.  Supports full suite of processes in operative leasing, such as vehicle   management, customer care, support cases and partner channel   management

 

Solving top pains:
  • Data gathering through multiple resources
  • Capturing, processing, and sharing customer data and business information across multiple channels and multiple business units
  • Enabling fast, flexible access and management for customer information
  • Accessing a unified view of a given customer and effective collaboration
  • Fully managing risks, making strategic business decisions in a short time, determining the best way to serve the customer and ensuring compliance with new regulations.
  • Maintaining Competitiveness
  • Transferring relevant knowledge gathered through one channel and re-use of that knowledge
  • Effectively using customer information, regardless the channel that the customer chooses
  • Making strategic business decisions in a short time, determining the best way to serve the customer and ensuring compliance with new regulations
  • Improving business growth
  • Data duplicity
  • Disunited working tools
  • Not up-to-date customer information
  • Reports according to company requirements

User experience is No1 priority

  • Familiar interface – Microsoft Outlook drives user adoption and increased productivity
  • User interface that maps to the Microsoft® Office system – same as Excel, Word
  • Proven integration with Microsoft applications
  • Automation of processes by Workflow. Repetitive actions are done automaticaly
  • Full spectrum of sales intelligence capabilities.

Working in outlook

  • Just few clicks, and everything is in CRM – emails, meetings, notes, tasks
  • No need for double data entry into various systems
  • Unified info about customer from all systems and data storage (everything in one place)
  • Online and offline use

All info you need about customer in one place

  • Contacts
  • Account information
  • Contracts
  • History of communication
  • Financial information
  • Segmentation
  • Related documents
  • Planed actions
  • Opportunities
Information wherever you need them – Tablet and Mobile ready
  • Online /offline use
  • 24/7 availability
  • No need of big, heavy and uncomfortable laptop usage
  • Astonishing response time
  • Easy-to-use
  • Immediate data entry synchronization
  • Time-saver
  • Future No.1 devices for business

iOS, Android, Windows mobile, BlackBerry

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