Jun 5 2007: POWERi Completes CRM Implementation for RAD Financial Services

POWERi, which offers CRM implementation consulting services, announces the completion of the RAD Financial Services companywide implementation of WorkCenter CRM.

POWERi was excited about the opportunity to employ its expertise to this CRM implementation project. POWERi brings a lot of experience to this project; to date, POWERi has completed projects for clients such as Regent Hotels, Regent Seven Seas Cruises, Marriott International, Miami Dolphins, Orange Bowl, and Ft. Lauderdale/ Hollywood International Airport. Click here to see additional select clients:

RAD Financial is a local mortgage company that has been very successful in its market niche, and came to POWERi with a desire to leverage CRM technology to maintain their current client databases and to generate additional business. The client had multiple disparate databases that they used to maintain information about their customers and prospects, none of these databases communicated with one another and as a result there was no single consolidated view of the customer. The client believed that that they were missing contact with a segment of their existing clientele that is comfortable with a portion of the business development process occurring through some sort of digitally based web interaction—POWERi knew that with a CRM solution in place RAD Financial would be able to resolve these issues and achieve their goals.

POWERi analyzed all of their existing customer databases and developed a recommendation to implement a central data repository solution CRM solution that also interfaced with their existing databases. The solution was integrated into their various local pc based mortgage applications. POWERi provided and led the implementation plan to integrate and implement the solution and also trained RAD Financial on how to use the application.

The CRM implementation project was completed January 2007.

Contact POWERi
POWERi Technologies, Inc. :: An Interactive Marketing Agency
POWERi Technologies, Inc. :: An Interactive Marketing Agency
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