Dorsia Finance, a dynamic and forward-thinking financial services company, recognised the need to enhance their sales and customer relationship management processes. Their current business solution was falling short of meeting their evolving business requirements and the adoption was poor. To elevate their operations and gain a more robust and scalable platform, Dorsia Finance sought a cloud-based crm solution for financial sector success.
The Challenge
Dorsia Finance, a specialist broker in vehicle and asset finance, faced significant challenges in managing their processes efficiently. Their existing CRM system, although industry-standard, was not tailored to meet their specific needs, leading to inefficiencies that hindered their operational effectiveness and profitability. Additionally, they lacked the expertise and time to develop a more bespoke system internally. Dorsia Finance needed a solution that could streamline their processes, improve customer engagement and support their growth ambitions.
▹ Inefficient Processes: Their existing CRM system failed to address their unique operational needs, resulting in time-consuming processes.
▹ Customisation Limitations: Their standard CRM system lacked the flexibility required for their specialised business model.
▹ Internal Constraints: Dorsia Finance did not have the in-house expertise or resources to develop a custom CRM solution.
▹ Growth Inhibition: The inefficiencies in their processes were directly impacting their ability to grow and scale effectively.
The Solution
Aspire CRM collaborated with Dorsia Finance to create a highly customised CRM system tailored to their specific needs using Salesforce. Through an initial discovery meeting, Aspire identified the gaps in Dorsia’s existing system and guided them through the process of developing a bespoke solution. This included iterative testing and refinement to ensure that the system aligned perfectly with their operational requirements. Aspire’s expertise not only reduced the time needed for implementation but also provided ongoing support to continually enhance the system as Dorsia’s needs evolved.
▹ Customised Salesforce Implementation: Aspire CRM tailored Salesforce to Dorsia Finance’s unique business model, ensuring the platform aligned with its operational processes and goals.
▹ Ongoing Support and Enhancements: Aspire CRM provided continuous support, making quick adjustments when necessary and adding new features as Dorsia Finance’s needs evolved.
▹ Expert Guidance: Aspire CRM offered specialist advice throughout the implementation, helping Dorsia Finance make informed decisions about its CRM system and ensuring a smooth transition to the new platform.
The Results
The partnership between Dorsia Finance and Aspire CRM resulted in a significant transformation of their business operations. The new CRM system dramatically increased efficiency by streamlining processes and reducing the time spent on administrative tasks. This efficiency boost enabled Dorsia Finance to focus more on growth and profitability. Furthermore, the customisation of the CRM system improved customer engagement by providing a more personalised experience. As a result, Dorsia Finance experienced enhanced operational performance and is now better equipped to scale its business.
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Improvement in overall operational efficiency
Reduced Case Resolution Time
Increase in customer satisfaction ratings
WHAT our CUSTOMERS ARE SAYING
Customer Testimonials
“The process from our initial inquiry right through to project delivery was very smooth and professional. The team explained every step in detail and worked with our timelines for the project roll out which was very refreshing. As a small team, we had limited resources so having the dedicated support to help manage the set up was fantastic.”
“I would give 6-stars if i could to AspireCRM. They are a group of professional, passionate and talented individuals that understood my unique business model, my customers and my own unique process’s and subsequently built me an bespoke CRM system with Salesforce.”
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