A client in the pet management services industry faced challenges with incomplete customer registrations, hindering their ability to deliver timely and effective services. Incomplete information during the registration process delayed onboarding and disrupted service coverage, negatively impacting both the client and their end consumers.
Dimensional Strategies Inc. (DSI) implemented automated data engineering solutions and workflows integrated with Microsoft Dynamics CRM to streamline the customer registration process. By automating follow-ups and enabling real-time call center actions, we significantly reduced incomplete registrations, ensuring faster onboarding and seamless service provision. This solution enhanced customer experience and improved operational efficiency.