Challenge
- Scalability Issues with Legacy CRM: Tresl’s legacy CRM platform struggled to keep pace with the rapid growth of the organization, creating bottlenecks in efficiency.
- Time-Sensitive Platform Migration: The urgency stemmed from the need to migrate to a new CRM platform within a six-month timeframe, necessitating a seamless transition.
- Rigid User Interface and Lack of Self-Service Features: The existing CRM had a user interface that hindered user experience, lacking self-service features that are essential in today’s tech-savvy market.
Incompatibility with 3rd Party APIs: Tresl’s CRM platform couldn’t interface smoothly with new 3rd Party APIs, limiting the company’s ability to integrate with evolving technologies.
Hyniva's Solution
Understanding the critical nature of Tresl’s challenges, Hyniva conducted a comprehensive review of the existing platform to understand the business. Given the nature of the business transition and the legacy technology upon which the platform was built, it posed a challenge for traditional upgrades. Additionally, the impending expiration of Tresl’s CRM contract necessitated a swift and comprehensive transition to a new in-house platform. .
Leveraging its expertise and commitment to innovation, Hyniva undertook the monumental task of a complete overhaul of Tresl’s CRM platform. The project’s complexity was heightened by the need to deliver a fully functional solution within the stringent time frame of six months. Hyniva’s Digital Factory, characterized by its agility and simultaneous development efforts, played a pivotal role in meeting the project’s ambitious timeline. The team ensured that every aspect of the solution aligned seamlessly with Tresl’s business goals.Recognizing the importance of a user-friendly interface, Hyniva employed the lightweight yet powerful AngularJS framework to create a streamlined and intuitive UI. This transformation empowered Customer Service Representatives (CSRs) to efficiently track leads, follow up with customers, and process loan applications with ease.
Benefits Realized
Hyniva’s transformative efforts yielded remarkable results for Tresl. Customer satisfaction and CSR response times improved by an impressive 75%, reflecting the enhanced efficiency and user experience of the new CRM platform. Notably, the closing rate for auto loans saw a substantial increase of 15%, underscoring the positive impact of the modernized system on Tresl’s core business operations.