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



