About the client
The client is a housing and finance company that strengthens local communities by lending to low-and moderate-income homebuyers, affordable multifamily rental housing developers, and small and medium-sized businesses. Their service to the community extends beyond funding to education and technical assistance about affordable housing and economic development.
Solution
- Re-engineering the existing CRM implementation with an assistance roadmap to enhance their systems.
- Developed an enhancement on the OOB contact form by adding a new section to capture details of the members.
- Configured the Knowledge Literature functionality in CRM and created different knowledge article templates as per requirement.
- Developed some custom reports to benefit CHFA from a data analysis perspective. The reports included ‘Discussion Detail,’ ‘Discussion Summary,’ and ‘Heat Map.’
Benefits
- Customization of the contacts provided the ability to capture secondary email addresses for users via a customized route.
- Knowledge literature configuration helped them better understand requirements and enhance customer relationships.
- Custom reports benefited the client’s data analysis and allowed them to filter the report based on defined criteria.