Overview:
Paymentsave, a prominent UK-based payment gateway provider, sought to enhance its partner management and commission tracking processes. Their rapid growth demanded a centralized CRM platform capable of handling high volumes of transactions, partner data, and automated workflows.
To meet this challenge, Paymentsave collaborated with Bizzntek to implement and tailor Microsoft Dynamics 365 CRM, ensuring real-time insights, smoother partner coordination, and seamless communication.
What We Delivered:
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Customized and configured Dynamics 365 CRM to handle partner onboarding, status tracking, and commission calculations.
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Integrated SharePoint for efficient document management and contract storage.
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Enabled 3CX Integration for streamlined communication between internal teams and external partners.
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Built dashboards and reporting tools to monitor partner performance and incentive metrics.
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Ensured data security, compliance, and accessibility across multiple departments.
Impact:
Paymentsave now manages thousands of partners and transactions with enhanced accuracy and efficiency. Real-time commission tracking and centralized data access have significantly improved internal transparency and partner satisfaction.