Asset Finance Management Software
Dynamics 365 for Asset Finance is a fully customisable CRM solution that enables you to make the most of your data. Dynamics 365 centralises your information and allows you to effectively manage client relationships, leads and finance applications as well as providing full visibility of the sales process all within one solution.
Built specifically for asset finance, our cloud-based CRM software enables your business to spend less time on administrative tasks and more time focusing on client relationships.
Key Benefits of Dynamics 365 for Asset Finance
Asset Finance CRM Case Study
The client is an independent finance brokerage that offers finance to a range of sectors such as Motorsport, Technology, Brewery, Equestrian and Retail, to name but a few.
The Challenge: Previously operated with a solution that was no longer fit for purpose, and as a result users worked with spreadsheets and other disparate systems. This also impacted data visibility, communication, and reporting across the business.
The Solution: Implemented and upgraded the client to an up-to-date Dynamics 365 System, re-architected the end-to-end sales process and automated multiple processes.
- Improved employee productivity
- Efficient and faster document generation; the business now saves around 75% of administration time
- Improved management visibility
- Single truth of customer
- Enhanced insight into the performance of lenders
Asset Finance CRM Key Features
Track, manage and understand key relationships
Easily track, manage and understand key relationships, including clients, lenders and introducers. Employees can access key data quickly, identify opportunities that need nurturing and gather tangible data to support negotiations.
Capture key information around client financing requirements and effectively distribute proposals direct to banks or via document form. Track responses and decisions in Dynamics 365 to close out the deal and manage all relevant information and documentation.
Generate, store and distribute documents throughout the sales and administration process. Configure document templates and map fields to data in Dynamics 365 (for example, you could automate a Lease Contract form with data fields filled in).
Securely store any correspondence from banks, lenders and underwriting. Company accounts, asset information, valuations & more can be easily accessed from a customer record by those with the appropriate security permissions.
Work with structured processes and workflows spreading across multiple departments to aid collaboration around opportunities and ultimately speed up the end-to-end deal process. Use features in Dynamics 365 and Microsoft 365 to quickly communicate and get answers to questions around deals.
Gain real-time insights
Gain real-time insights via dashboards and reports, providing your business with greater visibility into sales pipeline and operations. With data in one system, managers have a full view of the end-to-end sales process and can make more strategic decisions, train staff more efficiently, identify trends and forecast effectively and understand lender performance.
What some of our clients say...VIEW ALL CASE STUDIES
“Pragmatiq demonstrated a professional and detail-oriented approach, providing clear and concise recommendations that were tailored around our specific needs and requirements. The team also ensured that any complex technical information was explained in a clear manner, making the entire process easy and enjoyable.
Overall, The Pragmatiq team provided a thorough and comprehensive analysis of our current setup and I would recommend Pragmatiq to any business who require support in understanding Dynamics 365 and the benefits for their organisation.”
“The Pragmatiq technical team ran with a large project and its fair to say now know our business inside out. Their ability to understand what we do and how we do it having only seen it from an ‘IT perspective’ was and still is impressive. We would highly recommend Pragmatiq.”
“We would not be able to function as we currently do without the system Pragmatiq put in place and it provides a platform to continue our growth, rather than be constricted by operational difficulties.”
“Throughout the process, the team were responsive, engaging and worked hard to understand our organisation and unique processes.”
“Thank you Pragmatiq for the work on the Power App for triage in mental health. Thousands of people received therapy months sooner, as the waiting list decreased, and it saved several lives in the first few months.”
“As a company, we often talk about collaboration and partnership working. This project was most definitely a real partnership to achieve a system which will help us to change the way in which we communicate with schools and delegates, supporting the customer segmentation, targeted marketing and future engagement with our work.”
“Thanks to Pragmatiq, we now have a bespoke system that has been tailored to our specific needs and is fully integrated with Microsoft Dynamics.”
Useful Dynamics 365 Asset Finance Integrations
What sets Pragmatiq apart?
A consultative focus
Initially taking the technology out of the conversation, we work closely with you and your training business to understand processes, challenges and future goals. From this, we are able to advise you on the right solution that is tailored to your specific requirements. The customer’s business model is always our starting point and we are uncompromising in our approach to be more than just a ‘technology company’.
We are passionate and we care
We are passionate about what we do and head into work every day excited about working with our customers and what we can achieve. We recognise if you like what you do, you will do it better and deliver to a higher standard.
Often IT resources cannot translate ‘technical jargon’ which is a common barrier. Our consultants are not only technically capable, but are able to identify business challenges and explain how they can be solved in simple language.Learn more about how we work
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