What evidence can you share that demonstrates the impact of the engagement?
The customizations that Baytech built into our CRM have had a significantly positive impact on the company. For example, now that our agents are able to grab “dead” leads, we've accessed an additional $3 million in revenue.
How did Baytech Consulting perform from a project management standpoint?
They're not only experts in providing technology solutions for companies but are also very familiar with the mortgage industry. Other members of their team took the time to learn about our industry and whiteboard some ideas as needed. We mostly communicated through email, phone, Slack, or the built-in chat feature they have that allowed us to reach them easily at any time.
What did you find most impressive about them?
They built an industry-leading CRM and lead management tool that's custom-designed to support the needs of the consumer lending and mortgage industry. During the project, I was most impressed with their ability to effectively track and direct agent activities. They also have a strong desire to track and compare the ROI from various lead sources.
Are there any areas they could improve?
I think any vendor in the tech industry can benefit by focusing more on the customer service aspect of their business, maintaining strong relationships beyond the scope of a project.
Do you have any advice for potential customers?
Prime quickly became a competitive advantage, providing accurate and actionable insights to agents and the company. By directing agents to perform the most impactful activities, the use of Prime provided measurable gains in both sales and efficacy. The result was a reliable mortgage call center CRM that ensured success for the company and its agents.