Transforming CRM for Efficiency for European and E-commerce Payment Provider

Overview

A leading European payment provider collaborated with Upstaff to address integration and improvement needs in CRM processes. The project focused on automating data entry, document generation, and customer communication within Microsoft Dynamics CRM. Upstaff’s integration engineer was involved in developing tailored solutions that streamlined operations, reducing errors, and enhancing user experience.

Challenges

The payment provider faced challenges with manual data processing, time-consuming document creation, and inconsistent client communication. These inefficiencies led to delays, higher costs, and frequent errors in critical business processes.

Solution

Upstaff assigned a full-time Microsoft Dynamics CRM Integration Specialist to the project. The key developments included:

1. ID card recognition: Upstaff developed a component to upload ID documents, recognize and extract data using Azure AI, and auto-fill CRM fields. This streamlined data entry and improved accuracy.
2. PDF data entry automation : Automated document generation using CRM data and templates, reducing the time required to produce and process agreements.
3. Client follow-up and reminders: Implemented automated email reminders through Azure Functions to enhance client communication. Emails were multilingual and triggered based on user actions and deadlines.

Upstaff Team: Microsoft Dynamics CRM Integration Specialist

Outcome

The project resulted in significant operational improvements:

• Data Automation: Reduced manual input, saving time and improving data accuracy.
• Faster Document Processing: Enabled quicker agreement creation and signing, reducing delays.

Enhanced Communication: Automated email reminders improved customer satisfaction and reduced missed deadlines.