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The Client

Based in the granite city of Aberdeen Westburn Finance has been sourcing finance solutions for its clients for over twenty years. Recognised as one of Scotland’s leading asset finance brokers they have built a steadfast reputation for excellence through listening to our customers’ needs and offering professional, tailored services with their best interests at heart.

Overview

Westburn Finance approached Intellicore to implement a solution that would improve the efficiency of their business while also providing better access to company data.

Specifically, Westburn Finance need to keep track of customer information as well as all deals they have or had with their customers and suppliers.

What we did

Intellicore implemented a custom Dynamics CRM Online system within the organisation which included custom plugins, workflows, customised forms, dashboards and complex reports.

After this was implemented, a data migration exercise was completed that took the data from an old Microsoft Access database into Dynamics CRM.

The main services provided were:

- Requirements Capture & Design

- Dynamics CRM development

- SSRS Reporting

- Data Migration

Benefits

While providing a simpler mechanism for deal logging and customer tracking, Dynamics CRM also provided the overview and reporting functionality required by the team. The system allows for complex reports to be generated at the press of a button which massively reduced the hours previously required to put these together manually each month, allowing members of the Westburn Finance team to focus on the more important aspects of their role.

From the initial fact find through to the CRM roll out the service we have received from Intellicore has been first class. Intellicore have combined three processing systems into one streamlined CRM giving Westburn Finance real time reporting and streamlined our administration process. As a business they listened to our needs and built a CRM which has ticked every box. I would highly recommend Intellicore.

Kenny Logan - Director Kenny Logan - Director Westburn Finance