A System That Knows And Helps
As Equilia provides digital lending services and most of the operations, for example, processing customer applications, take place online a powerful Customer Relationship Management (CRM) system is a must, helping to streamline processes, build customer relationships and increase sales. Currently the company is few steps away from launching the new CRM system promoting further growth and improved customer service.
Automation and wiser use of resources
“The new CRM system will radically change the processing of data in the company, putting emphasis on automation and helping the employees to do their daily work in a more streamlined, agile manner, allowing skipping unnecessary, repetitive steps and focusing more on activities with added value,” tells Eriks Karls, Chief System Architect at Equilia.
A lot of work has been invested in the development of the system, analysing the current processes, customer habits. Thus creating a system that will allow using resources more wisely and providing great potential for growth. Beta version of the system has already been launched and the company will completely switch all operations to the new system in the middle of summer.
Operation speed and faster processing of customer applications
Main emphasis of the system is on the speed of operation as currently the resources of the system are working in a linear manner, meaning the more applications of the customers, the more resources are needed, as a result there inevitably occurs a moment when the highest threshold is reached and the system is not able to physically process more applications. The new CRM system focuses on the performance and data structure being able to analyse data and information available to the company in a more useful manner. Respectively – applications of the customers will be processed faster and they will receive answers to their applications more rapidly, reducing the waiting time, also the replies of the partners of Equilia will come in quicker, thus streamlining the entire customer applications processing process.
Great benefits also for the Equilia employees
Employees of Equilia will also benefit from the more thought-through, user-friendlier interface, reducing the amount of manual work they have to perform. For example, previously, to create reports about the payments of customers, employees had to manually open the internet bank, search for the number of invoice, but currently due to the system integration, this data is automatically collected and system provides a note whether the invoice has been fully paid, partially paid etc. System helps to reduce such bureaucratic, repetitive actions, overheads that do not bring direct returns, allowing the employees to focus on more meaningful tasks.