Bespoke CRM systems & Custom Databases
We specialise in designing and developing Bespoke CRM (Customer Relationship Management) systems and Custom Databases for our clients to solve business challenges. As a result, companies benefit from increased employee productivity, increased visibility, enhanced efficiency and software which is fit for your organisation today and in the years to come. Bespoke CRM We can design and develop a Bespoke CRM solution, tailored to your specific needs and solves your unique challenges. This can go beyond the traditional CRM functionality and fits around your business processes, where off-the-shelf solutions aren’t suitable. Custom Database You may require a database/system that doesn’t need the typical functionality often associated with a CRM. Here at PragmatiQ Solutions, we design & develop Custom Databases, that meet your unique needs and requirements. Whatever your situation, we are here to assist. By leveraging Microsoft Dynamics 365 & our expertise, we make it our mission to not only implement a fit-for-purpose solution that meets business needs but to build a long-lasting relationship to deliver success. If you recognise challenges within your business, are looking for a new solution, or wish to upgrade your current software, please get in touch via [email protected], call 01908 038110, or visit our website to discover more; www.pragmatiqsolutions.co.uk.
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Moorgate Finance Case Study
Moorgate Finance is an independent finance brokerage, offering finance to a range of sectors such as Agriculture and Motorsport.
The Challenges
· Challenge around whether existing business systems were fit for purpose
· Relied on an older version of Microsoft Dynamics, alongside documents, spreadsheets and other disparate systems
· Increasingly difficult to access information quickly
· Lacked user engagement due to impractical functionality within the old system
· Management lacked insight into the end-to-end sales process
The Solutions
· Upgrade to the latest version of D365
· Rearchitect end-to-end sales process to accommodate specific requirements
· Implement a document generation tool
· Automate multiple processes and develop department-specific apps
· Replace some previously customised functionality with standard tools like Power Automate
The Benefits
· Improved employee productivity
· Efficient and faster document generation; now save around 75% administration time spent on manually generating these documents
· Improved management visibility
· Single truth of customer
· Enhanced insight into the performance of lenders