Redevelopment of the core components of a CRM application

The system-supported process is as follows: first the customer sends an inquiry (online or as a pdf form). Due to the complexity of the construction financing application, entry can be interrupted at any time and restarted later. For this reason, the Web application contains a closed area where the customer can access their data. An unsent application cannot be viewed by the agent. After the inquiry has been received, the consultant contacts the customer and completes the inquiry for the application. For support purposes, the backoffice application is connected to the telephone system so that customer data is available during calls. When the application is complete, an existing XML-based rule server is called that reflects the calculation logic of the different connected banks for their construction financing products. In this way, the best product for the customer is determined. On this basis, one or more financing offers are sent to the customer.