Case Study: Community First Fund streamlines workflow with Microsoft Dynamics 365 CRM and Cargas

Community First Fund saves hours per loan with Cargas and Microsoft Dynamics 365 CRM

Community First Fund, a non-profit community development financial institution, faced challenges with inefficient workflows and data silos. Their staff lacked a centralized platform to manage stakeholder relationships, relying instead on manual methods like spreadsheets and emails, which hindered collaboration and reporting. They partnered with Cargas to implement a Microsoft Dynamics 365 CRM solution to address these issues.

Cargas implemented Microsoft Dynamics 365 CRM Enterprise Edition, integrating it with the organization's existing loan and accounting software. The solution provided a single source of truth for data, streamlined marketing and sales processes, and enabled versatile reporting. The implementation by Cargas saved Community First significant time, estimated at three hours per week on leads and four hours on loans, while also providing the scalability needed to accommodate their recent merger and future growth.

Community First Fund