Dynamics 365 for Asset Finance is the 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 from one central solution.
Built specifically for asset finance, our cloud-based software enables you to spend less time on administrative tasks and more time focusing on client relationships.
Key Benefits of Dynamics 365 for Asset Finance
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.
Proposal management
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.
Document generation
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).
Secure storage
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.
Department collaboration
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.
Client success story: Moorgate Finance
Moorgate Finance is an independent finance brokerage based in Northamptonshire. They offer finance to a range of sectors such as Agriculture, Brewery, Equestrian, Motorsport, Retail and Technology, to name but a few. The company prides itself on outstanding customer service and satisfaction, aiming to react quickly to requirements and offer expert knowledge to clients. In order to support them, Moorgate Finance required a tailored CRM solution which Pragmatiq was able to deliver.
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VIEW ALL CASE STUDIES“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.”
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“It was clear that an off-the-shelf package wouldn’t give us the security, efficiency, and ease of use that our Dynamics system would.”
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“From the start, Pragmatiq considered our collective and individual needs and delivered an effective and impactful solution.”
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“I have found Pragmatiq to be professional, innovative, focused and aligned to our requirements, for this I thank them for a job very well done.”
“We are a fast-growing business requiring a system that is able to keep up with the pace and provide us with quick processes, reports and dashboards for all departments. We have worked closely with the team for over 12 months and we are over the moon with where we currently are.”
“The team at Pragmatiq provided us with a platform that not only works for all our Associations and their individual requirements but one that will grow with us as an organisation.”
“The results were quick and impressive. Offering us a totally up to date platform with all of the automation we had originally asked for. We are keen to continue to work with Pragmatiq and look to develop the system again in the future.”
“We have been very impressed with the new CRM and feel it is fit for purpose and has given us specific functionality, with possibilities to add to the system. Pragmatiq are organised and professional in their approach and I would not hesitate in recommending them.”
“Thanks to Pragmatiq, we now have a bespoke system that has been tailored to our specific needs and is fully integrated with Microsoft Dynamics.”
“They worked in a professional manner throughout the project, paid attention to detail and were accommodating to our tight timescales.”
