A new firm established specifically to help seniors learn about and access Federal Housing Administration (FHA) reverse mortgages has chosen Microsoft Dynamics CRM to manage its nationwide customer base and support the company’s growth, Microsoft Corp. announced today.
Microsoft Dynamics CRM, with modules for sales, marketing and customer service, offers customer relationship management capabilities that enable companies to maintain a comprehensive view of their customer and prospect base from initial contact through the sale and subsequent communications. Stay In-Home Reverse Mortgage Inc., headquartered in Bellevue, Wash., will rely on Microsoft Dynamics CRM to provide an integrated view of customer and prospect data, sales reports and marketing information to reach qualified borrowers and help ensure high-quality leads.
When it launched its business, which is designed to help people over age 62 consider FHA reverse mortgages as a way to eliminate house payments and improve their quality of life, Stay In-Home Reverse Mortgage considered both Microsoft Dynamics CRM and Salesforce technologies. The company ultimately chose the Microsoft solution because of its high degree of integration with applications that its loan officers used every day, such as Microsoft Outlook, Word and Excel, and because it could host its own copy of the software for customization, rather than be tied to Web-hosted software that it cannot shape to its needs.
“The key aspects of our decision were the ability of Microsoft Dynamics CRM to be implemented quickly and efficiently, as well as its strong integration with Microsoft Outlook,” said Tim Borquez, section manager for Stay In-Home Reverse Mortgage. “We liked the fact that our technical and business power users could customize the software, instilling confidence in its ability to grow as our business grows,”
Seattle-based Madrona Solutions Group, a Microsoft Gold Certified Partner, implemented the Microsoft Dynamics CRM system, incorporating sales and marketing components, by instituting a rapid-deployment methodology to get Stay In-Home Reverse Mortgage up and running quickly. Madrona also built a business-intelligence dashboard that furnished the company with consolidated forecast reporting to enable a consistent, up-to-date view of business performance. The system was integrated with c360 Word Mail Merge for further customization, along with a specially built de-duplication program from Madrona.
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