Microsoft Dynamics CRM in Finance

Managing financial services with CRM

Ultimate Finance leverage Microsoft Dynamics CRM to manage their sales, marketing and business process life-cycle. From initial enquiry to underwriting a loan or invoice factoring enquiry, Wattle has helped improve productivity and provide complete visibility of the customer life-cycle.

Key Deliverables

Sales Process Management

Account, contact and opportunity

New business processing

Underwriting new business

Marketing and Campaigns

email and web marketing

Consultancy and support

a fully managed service

Automated workflow

Wattle worked closely with Ultimate Finance to map out the end to end business process required to support their full customer lifecycle, this was then translated into a series of automated workflows and business processes that provide visible prompts to users helping them navigate complex user journeys and ensuring that they are adhering to regulations.

New business reporting

Custom SQL services reports generated to support the new business process, sales people create opportunities that are passed to the underwriting teams so that NBR reports can be generated and approved or rejected as appropriate.

Finance approval and processing

Opportunities that are then converted into quotes are passed to underwriting teams for approval or rejection, the system records a full audit trail of the entire process ensuring that if required the business is able to demonstrate an ethical approach to lending.

Fully Integrated Website

Wattle also worked with Ultimate Finance on developing their website, this ensures a seamless service as we are able to assist in not only processing prospects and customers but also help the business generate and convert leads.

Support and consultancy

Wattle now work with Ultimate Finance on an ongoing basis supporting their processes via our dedicated team of CRM consultants and help desk. We pride ourselves on our customer centric approach, we believe that every single person you engage with at Wattle should be just as invested in your success as you are.

What the client had to say


Amy Bush

Marketing Manager

We have a great working relationship with Wattle and they are truly part of the Ultimate team. The service has been exceptional, professional and friendly and nothing is too much trouble. I wouldn’t hesitate to recommend Wattle and look forward to continuing to benefit from their superior knowledge and experience.

More Like This

Menu