- Scalability Issues with Legacy CRM: Tresl’s legacy CRM platform struggled to keep pace with the rapid growth of the organization, creating bottlenecks in efficiency.
- Time-Sensitive Platform Migration: The urgency stemmed from the need to migrate to a new CRM platform within a six-month timeframe, necessitating a seamless transition.
- Rigid User Interface and Lack of Self-Service Features: The existing CRM had a user interface that hindered user experience, lacking self-service features that are essential in today’s tech-savvy market.
Incompatibility with 3rd Party APIs: Tresl’s CRM platform couldn’t interface smoothly with new 3rd Party APIs, limiting the company’s ability to integrate with evolving technologies.
Understanding the critical nature of Tresl’s challenges, Hyniva conducted a comprehensive review of the existing platform to understand the business. Given the nature of the business transition and the legacy technology upon which the platform was built, it posed a challenge for traditional upgrades. Additionally, the impending expiration of Tresl’s CRM contract necessitated a swift and comprehensive transition to a new in-house platform. .
Leveraging its expertise and commitment to innovation, Hyniva undertook the monumental task of a complete overhaul of Tresl’s CRM platform. The project’s complexity was heightened by the need to deliver a fully functional solution within the stringent time frame of six months. Hyniva’s Digital Factory, characterized by its agility and simultaneous development efforts, played a pivotal role in meeting the project’s ambitious timeline. The team ensured that every aspect of the solution aligned seamlessly with Tresl’s business goals.Recognizing the importance of a user-friendly interface, Hyniva employed the lightweight yet powerful AngularJS framework to create a streamlined and intuitive UI. This transformation empowered Customer Service Representatives (CSRs) to efficiently track leads, follow up with customers, and process loan applications with ease.