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Legacy System
Integration with Zoho for a Marine Loans & RV
Financing Company

One Source of Truth Across End-to-End Loan Application Processing

The Company

A Michigan-based company, with a team that has over 100 years of combined marine, RV, and retail financing experience, providing solutions for marine loans and RV financing in the 48 states. They strive to make the buying experience as simple as possible, offering competitive terms and rates to finance boats and RVs. They also take service one step further with their in-house insurance and title company.

The Challenge

  • The company was using 3rd party platform for decades.  This antiquated system did not support their modern day requirements like capturing and tracking social media sentiment, automating repetitive tasks, and allowing for flexibility in processes that needed to change to meet demand.

  • Like many businesses, they turned to spreadsheets to fill the gaps in their platform.  They had spreadsheets for loan application management, action items, task reminders, status changes as well as all reporting.

  • here was no unified source of truth - the data was all over the place.  This led to concerns about losing deals to competitors so they were ready to replace it all.

  • What they found was some roadblocks to “rip and replace” - the legacy system actually did help them manage several industry-specific processes but it didn’t support all their goals.

“It was a real concern we had about trying to balance the benefits of the legacy system and the processes we could manage against the daily frustrations we have with inconsistent and duplicated data.  We needed a ‘unicorn’ of a solution- one that could support the legacy processes but in a modern environment.  We are thrilled to share that we found the solution in Zoho and Customerization.  Our implementation partner made all the difference in our success.”

The Solution

We connected our Zoho partner with our legacy solution to make sure we could develop the solution and integrations necessary to run our business.

1

We can report on data at the application, client and lender levels which provide us with actionable insights to drive better results and support our growth goals.

2

Reporting dashboards for effective performance monitoring for management

3

The legacy tools are now integrated into and augmented by the Zoho platform.

  • Automation of tasks, reminders and notifications
  • Brokers use a unified system built for them to manage their book of business
  • We use Zoho forms to kick off the loan application process and everything integrates into Zoho CRM and WorkDrive for customer and document management

4

In our first project, we implemented Zoho Crm, Zoho Marketing, Zoho Forms, WorkDrive,  Zoho flow and Zoho Cliq.  We integrated with our origination platforms using webhooks, application APIs, and Zoho Flow.  We made process changes as necessary to make Zoho CRM work for us.

5

The Result

  • Eliminated time spent updating the same data in multiple places, improvement in service levels for customers, and improved ability to manage broker performance
  • Created one source of truth for brokers replacing manual processes and eliminated multiple spreadsheets and redundant data entry
  • Eliminated time spent updating the same data in multiple places, improvement in service levels for customers, and improved ability to manage broker performance

The Conclusion

Customerization was a great fit for us because they have a total package of services including training, a best-in-class Zoho implementation methodology, as well as significant experience in designing solutions to help us reach our goals.

“The biggest surprise of all was the creativity of Customerization to help us address the requirements of working with our legacy applications but creating a modern solution.  We went into the project with one idea of how it could possibly work, but with their experience and expertise – we have solution that meets our needs now and in the future and it is so much better than we even imagined!”

about customerization

Customerization helps growing companies turn complex operations into connected, automated systems.As an award-winning Zoho implementation partner, Customerization specializes in CRM and business process automation that blends strategic consulting with hands-on delivery. From education sector to NFP and beyond, our project-based Zoho implementation model eliminates the hidden costs and complexity of traditional SaaS customization.

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