Leading servicer of mortgage-backed securities selects Maxima for Cloud CRM

Maxima, a leading IT business systems and managed services company, has successfully deployed a cloud-based Microsoft Dynamics CRM solution to over 100 key users in Hatfield Philips' London and Frankfurt offices on a software-as-a-service (SaaS) basis. Hatfield Philips is Europe's largest independent servicer of Commercial Mortgage-Backed Securities (CMBS), and its new cloud-based CRM solution will provide Hatfield Philips Asset Managers and Associate Managers with immediate access to critical loan details and customer information - increasing their productivity and helping Hatfield Philips to deliver best practice customer services across its operations.

The new Maxima-hosted Microsoft Dynamics CRM solution will integrate and extend support for a number of key Hatfield Philips business areas, including helping to manage the company's £25bn plus CMBS portfolio, co-ordinating Special Services activities to bring loans back into performing status, as well as the company's Real Estate business. Central to the project's success is the transition of Hatfield Philips' core 'Activity Log', Business Contacts and Document Templates to the Microsoft Dynamics CRM solution, with Maxima also providing full integration with Hatfield Philips' existing Compass portfolio and COLAR loan covenants applications.

"As a committed user of Microsoft solutions, it made sense for Hatfield Philips to deploy Microsoft Dynamics CRM to make our business-critical 'Activity Log' of loans, properties and client tasks, data and processes more visible across the organisation. Our challenge was how to move the implementation forward quickly in order to take advantage of benefits, and also how to do it cost-effectively," commented Aoun Shamsi, Business Solutions Manager for Hatfield Philips. "Right from the start it was clear that Maxima not only had an in-depth understanding of Microsoft Dynamics CRM, but also how it could support our very specific and complex business processes. Maxima's CRM and Cloud expertise meant we were able to deploy a fully-configured solution very quickly across our business."

"We're delighted that Hatfield Philips chose Maxima for its business-critical CRM project, and that our hosted Microsoft Dynamics CRM deployment will help support the business as it optimises its loan servicing and client management activities," added Steven Shepherd, Maxima's Sales and Business Development Director for Cloud. "Hatfield Philips clearly recognised the strength of our end-to-end Cloud Computing offerings. The company has also benefited from our in-depth customisation capabilities, with detailed integration of their core datasets, as well as support from our specialist Business Intelligence team to help speed up the production and sign off of Loan Commentaries for Hatfield Philips' key Quarterly Investment Reports. Hatfield Philips staff now have complete visibility of loan information from a single location, with drill down capabilities to all linked documents, emails and tasks."

Implementing a CRM solution based on a SaaS model provides organisations such as Hatfield Philips with a predictable cost model based on a highly resilient and secure technology platform backed by rigorous Service Level Agreements. Key benefits of a hosted Microsoft Dynamics CRM solution delivered by Maxima include rapid deployment, access to the latest application versions and increased flexibility, and the support of a long-standing Microsoft Gold Certified Partner with in-depth experience in delivering Microsoft Dynamics CRM solutions on premise, off premise or delivered as an SaaS solution in the cloud.