About the client
The client is a Las Vegas-based innovative online social lending platform established in 2015. The platform’s mission is to streamline real estate investment. To this end, it encourages investors to fund real estate-related loans through Real Estate-Secured Dependent Notes.
Client challenges
- Integration complexity: To achieve a fully automated transaction process, extensive integrations were required with the company’s custom website and multiple financial institutions.
- Monitoring productivity: The client faced challenges in systematically monitoring transaction flow through all investment phases.
- Manual processes: The client’s reliance on manual processes for financial transactions resulted in inefficiencies and potential errors.
- Data silos: Lack of integrated platform between website, financial systems, and internal data, hindering visibility and insights.
- Automation: Manual financial transactions were inefficient and required improvement.
Solution
Platform implementation: LevelShift implemented Dynamics 365 Sales with Business Central to provide the client with a comprehensive CRM environment.
Extensive customization: The platform underwent extensive customization to fully automate financial transactions and integrate with the company’s website and financial institutions.
Power BI Integration: We incorporated Power BI into custom dashboards and reports to enhance monitoring and reporting capabilities.
Ongoing Support: LevelShift continues to provide configuration consulting and support services to ensure the client maximizes the benefits of Dynamics 365 Sales.
Benefits
Boosted business performance: Implementing Dynamics 365 Sales and Business Central has contributed to greater business performance.
Automated transactions: Extensive customization and integration efforts resulted in fully automated financial transactions, improving operational efficiency.
Smooth monitoring: Power BI integration realizes efficiency gains, ensuring rapid and easy transaction flow monitoring.
Ongoing support: The client receives ongoing support to guarantee optimization and benefits from Dynamics 365 Sales.