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Our client is a trailblazer in the US fintech industry, dedicated to addressing the country’s significant credit challenges. They offer innovative point-of-sale financing for consumers and flexible, short-term loans for SMEs, fueling their dynamic growth. Their mission is to serve customers passionately with cutting-edge financial products, helping them optimize cash cycles, service new orders, and purchase inventory.
The client encountered several challenges in their quest to upgrade their customer relationship management (CRM) system. They were juggling multiple in-house applications, which made it difficult to have a holistic view of all sales and service activities. This lack of integration hindered their sales team’s ability to capture leads and deliver improved services.
Additionally, the client was keen on reducing their capital expenditures and the overall cost of ownership. High costs were a significant barrier to their growth and expansion plans.
Lastly, the client struggled with establishing a strong connection with their customers. Without insights into their customers’ preferences and priorities, they found it challenging to maintain robust communication and retain customers in their business.
In summary, the client met the subsequent difficulties:
Here are the solutions implemented to overcome the challenges:
“The team displayed an exceptional commitment to our project, making themselves available around the clock to meet our requirements. Their effective organization of the project ensured a smooth execution, fostering a valuable engagement.”
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