SUCCESS STORY
Connecting Sales, Leasing Operations and Customer Service Through a Unified Digital Platform
Beacon Funding's equipment-financing operation spans sales representatives, call centres, leasing specialists, finance teams, document workflows and customer service. The technology requirement was therefore broader than a standalone CRM.
Microsoft Dynamics
CRM
Leasing Automation
API Integrations
Managed IT
THE BUSINESS CONTEXT
Understanding the Requirement
Beacon Funding's equipment-financing operation spans sales representatives, call centres, leasing specialists, finance teams, document workflows and customer service. The technology requirement was therefore broader than a standalone CRM.
THE CHALLENGE
What Needed to Change
The organisation needed an end-to-end digital operating environment that connected customer acquisition, leasing workflows, financial processes and document handling while supporting compliance and distributed teams.- ✓Unify leads, opportunities, customers, banks, vendors and lease-related activity.
- ✓Connect CRM and ERP workflows with intranet, accounting and portfolio systems.
- ✓Reduce paper-heavy leasing and document processes.
- ✓Integrate third-party credit, risk and business information services.
- ✓Support infrastructure, resilience and compliance requirements across US offices.
HOW PQUBE HELPED
A Practical, Business-Led Solution
PQube built and evolved a Microsoft-based business platform around Beacon Funding's leasing lifecycle, combining CRM customisation, external integrations, customer self-service and managed technology operations.Microsoft CRM Platform
Created a customised CRM environment for sales, customer, partner and leasing workflows.Connected Leasing Ecosystem
Integrated credit, risk, document and customer self-service functions into the operational journey.Infrastructure & Managed Services
Supported backup, recovery, infrastructure, compliance activities and ongoing technology operations.BUSINESS IMPACT
Outcomes Enabled by the Engagement
The engagement moved core leasing processes toward a connected, more paperless operating model while giving teams a shared platform for customer, partner and operational information.End-to-End Visibility
Teams gained a more connected view of the customer and leasing lifecycle.Reduced Manual Handoffs
Integrations and digital workflows reduced dependence on disconnected paper and system processes.Long-Term Platform Evolution
The CRM environment could continue evolving alongside Microsoft Dynamics and changing business needs.PARTNERSHIP SNAPSHOT
Technology works best when it stays connected to the business.
PQube's role in this engagement was to translate the organisation's operational priorities into a practical digital solution, with room to support future growth and change.START A CONVERSATION