MS Dynamics CRM Implementation for FinTech Payments & Billing Company

MS Dynamics CRM Implementation for FinTech payments & billing company

Project Overview

A centralized application that automated the sales and customer support operations for the Fintech company. Customer service team was able to manage outgoing & incoming calls from the system itself. The team can use the system to track the customer-contact interactions, orders, and historical information.

Business Challenges

  • No system to manage customers and contacts
  • Customer Support was handled by operators via phone calls
  • No system to manage lead conversions and sales forecasting
CRM Solutions for Business

Proposed Solutions

  • Programming Language: .Net
  • CRM Platform: MS Dynamics CRM
  • Database: MSSQL
  • Web Server: Apache Tool
  • Other Tools: Asterisk
  • Team Size: 4
  • Implementation Model: Agile
  • Engagement Model: Onsite / Offshore
  • MS Dynamics was implemented to support sales and customer support organizations
  • Integration of Asterisk with MS Dynamics CRM helps to track and manage the Outbound & Inbound call of customers
  • Interaction with customers on customer support issues using Social CRM
  • Manage customers, contacts, leads, leads to account conversion and sales forecasting


  • Support teams provided customer support via chat as well as phone calls
  • Tracking activities, lead conversions
  • Assisted sales teams in sales forecasting
  • Reducing man efforts and saves time without any manual work

The team is knowledgeable and diligent in their approach with fantastic attention to detail. The timescales are precise and all tasks are completed within.

Mark Gould
Chief Operating Officer
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