Customer Success
OnActuate provides audito of processes to India’s premier investment services company
Implementation – Dynamics 365 Finance & Operations / Dynamics AX
Microsoft Dynamics 365 Customer Engagement / Dynamics CRM
Financial Services
India
About the Company
Bajaj Capital Limited (“Bajaj Capital”) is India’s premier “Investment Services” Company, with over 58 years of experience in helping people protect and grow their wealth. Bajaj has helped to create more millionaires than any other firm in India. it’s their deep personal relationships with clients that truly sets them apart.
The OnActuate team took the time to listen to us and understand what we wanted – they are very patient and accommodating. We are thankful for the amazing developers at OnActuate who created a customized tasking system for us in Microsoft Dynamics 365 Sales.
Gloria Chouman, Operations Manager
Exponent Investment Management
Business Challenge
Bajaj Capital was unhappy with their long pending list of open issues and wanted an audit of their processes to check if it was aligned with best practices followed.
Solution
OnActuate conducted a system audit and highlighted major issues to be fixed immediately, helping them fix major pain areas to streamline ERP process.
