Optimizing CRM System for a Colorado-Based Housing and Finance Company

1. Customer Success Story Colorado based housing and finance company coordinate for re-engineering of existing CRM About the Client The client is a housing and finance company that strengthens local communities by making loans to low-and moderate-income homebuyers, afordable multifamily rental housing developers, and small and medium sized businesses. Their service to the community extends beyond funding to education and technical assistance about afordable housing and economic development. Solution Benefits Re-engineering of the existing CRM implementation with an assistance roadmap to enhance their systems. Customization the contacts provided the ability to capture secondary email addresses for users via a customized route. Developed an enhancement on the OOB contact form by adding a new section to capture details of the members. Knowledge literature configuration helped them better understand requirements and to enhance customer relationships. Configured the Knowledge Literature functionality in CRM and created diferent knowledge article templates as per requirement. Custom reports benefited the client’s data analysis and provided a way to filter the report based on defined criterion. Developed some custom reports to benefit CHFA from a data analysis perspective. The reports included ‘Discussion Detail’, ‘Discussion Summary’ and ‘Heat Map’ report view. www.demanddynamics.com