CRM Development for Auto Loan Company
Please find under a summary covering project details and feedback. The innate facts are kept as they are, private information is amended.
Introductory information
A fast induction on the buyer’s organisation
I’m the ruler of sales and training at an auto loan organisation. We refinance auto loans in all 50 states, connecting the consumer to the lender in order to fit for a better interest rate and payment on their running auto loan.
Desired goal
What challenge were you trying to address with Tech Fabric?
We needed a fully customizable CRM along with a loan operating method that we could localize in order to process and grow. We tried using separate off the shelf platforms to handle our leads, but they didn’t work for us.
Provided solution
What particular tasks were Tech Fabric responsible for?
Tech Fabric built in a full computer telephony integration (CTI), so we can text, call, email, or fax out of our method with the click of a button. They implemented an API so we can connect with our lending partners. Customers can now adduce online and we can send them a pre-qualified propose owing of the deal construction they built into a determination engine. We can even handle the different qualifications. They implemented a round-robin technology component that picks the best agent based on workload and experience for a client when they adduce for refinancing.
Was there a dedicated team?
We worked with 5–6 nation between Preetham (Chief Enterprise Architect, Tech Fabric), engineers, and a project handler.
How did you come to work with Tech Fabric?
Our CEO was referred to them by a junction.
What are you approach expents (if diclosed)?
We spent between $200,000–$300,000.
What is the terminal result of working with Tech Fabric?
We worked unitedly from July 2018–March 2019.
Results achieved
What evidence can you share that demonstrates the contact of the engagement?
We went from an propose recur rate of about 65% of the time to 95% and up behind we built the CRM with them. Through the customization built, we were getting in front of our clients much more fastly, which has helped us grow almost three times over the last year in provisions of our overall volumes.
How did Tech Fabric accomplish from a project handlement standpoint?
It was veritably seamless owing we only had one project handler and they were very answering. We could get ahold of them fastly and make sure we were on the right page. We did stand-ups on a daily basis and then weekly we’d look at the sprint we were working on or in the process of programning for.
What is (from your point of view) the key factor to pay observation while intercourse with Tech Fabric?
They were very pliant with the technology that they built. Essentially, I could say what I wanted them to create and they would find a solution, now we have technology that looks like it was built in 2020 and not the soon 2000s. They also had experience working in the auto loan activity and knew it well, so that surely helped.
What aspects of their work would you like to get betterd?
The only thing that could better is being a pliant more entire with the test website owing we establish a few bugs.
Do you have any advice for possible clients?
Have as much information up front and details of what you want to create so you can make sure everyone is on the same page. The project flows smoother when you look at all the details and look at anything that could go unfit.
