A Cloud-Based CRM System for Dr. Klein
Dr. Klein speeds up business using Microsoft Power Platform and latest Azure cloud technology
For over 65 years, Dr. Klein has been one of the preferred financial partners on the German market. Dr. Klein offers specialized consulting and tailored solutions in the fields of construction financing, real estate loans, individual insurance, mortgage calculations and investments.
Dr. Klein has seen rapid development in the last 2 to 3 years, and its business has grown rapidly. With increasing growth, it was becoming more and more difficult for the consultants to cope with the numerous inquiries and calculations. Many processes were performed manually, and were therefore very time-consuming. The CRM system that Dr. Klein used to keep track of its customers and projects had reached the end of its useful life. A new future-proof solution with greater scalability was needed.
Dr. Klein asked cVation and Skaylink to jointly develop a new platform. It was agreed that a new system would be put into operation in just 6 months and the old one would be shut down. Therefore, they needed to act quickly! Microsoft Power Apps was selected as the tool.
Power Apps is a low-code platform that everyone can use, regardless of their level of expertise, thanks to the integration of Microsoft Dynamics and Dataverse. Programming knowledge is not necessary. Rapid development can be achieved with the addition of expertise. cVation relied on automation as part of the business logic using Function Apps and Service Bus in Microsoft Azure.
The platform consists of a CRM portion and a support portal for all Dr. Klein advisors. The design followed the minimum viable product approach, so the first test version of the platform could go live after just two months. Following appropriate tests and adjustments the next month, the entire solution was introduced and brought into operation.
In all, it took just three months to completely say farewell to the old system and migrate all the data to the new platform. The new platform is fully scalable. This makes it possible to constantly develop it further and to improve features. Moreover, the close collaboration with Dr. Klein and the feedback from its customers and employees contributed to creating major added value.
The new technologies have allowed Dr. Klein to implement more agile business processes and introduce new features more quickly. For Dr. Klein and its development team, it has now become easy to experiment and find optimal solutions for customers thanks to the Power App platform.
Clearly, the biggest uncertainty about this project was the extremely tight time frame of just 6 months. A project of this magnitude required multiple points of contact with Dr. Klein involving technology, training, skill building, customer contacts and data processing. As a result, the project also harbored many risks: Were the employees open to the changes? Or did the improved workflows make them feel like their daily routines were overanalyzed and completely turned upside down? However, all of these concerns proved to be unfounded, and it was very pleasant and exciting to follow how both the people and the platform developed at a rapid pace.
Dr. Klein was very pleased with the collaboration with Skaylink and cVation. All three companies complemented each other perfectly. And even though the teams were spread out in Denmark and in various locations within Germany, there was a truly strong spirit of unity and a unique sense of humor and culture from day one. Everyone enjoyed returning to work every day – and not even the pressure of the tight deadline could change that.
For Dr. Klein, it was of utmost importance to ensure that customer needs for new features would be met and that the quality of service would remain unchanged, even if the processes were no longer manual. Luckily, the platform is very popular with customers and the feedback on the shorter response times has been positive all around. In addition to the positive customer reactions, Dr. Klein also noticed numerous benefits in-house.
This improved the working culture, for example. Employees feel that they can accomplish more and provide significantly more value to customers with the help of the platform’s new features and options. As a result of training and continuing education, employees experienced personal and professional growth – both individually and as a team. Job satisfaction at Dr. Klein is higher than ever, and people are proud to work for Dr. Klein now in a different way than before.
As always, the focus is on the needs of customers and the development of services and features that not only enhance the quality of the products, but also improve the customer experience when they choose Dr. Klein.
A lot of time and energy went into the detailed editing and continuous development of features that make it easier for customers to interact with the system and work with Dr. Klein.
Creating a cloud-based system for Dr. Klein
Facts & Figures
implementation time for the fully tested and completely functional CRM system
for the new, modern system
with the results among customers
“We had no problems when implementing the new solution, no service downtimes and no negative impacts on the customers. We are 200% satisfied with the result and the work done by cVation and Skaylink.”
Transformation Lead, Dr. Klein
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