L&Q Perfects Customer Interactions with Document Generation from CRM

Project Profile

XperiDo for Microsoft Dynamics is an easy-to-use document generation solution that enables the creation, management, delivery, storage and e-signature of professional documents – all from Microsoft Dynamics 365/CRM.

About L&Q

London & Quadrant is a regulated charitable housing association and one of UK’s most successful independent social businesses. The L&Q Group houses around 250,000 people in more than 92,000 homes, primarily across London and the South East.

The Challenges

As the largest landlord in London and the South East, L&Q provides affordable homes to more than 92,000 families and invests in social housing projects to help develop communities “where people want to live.” L&Q was using Microsoft Dynamics CRM as a central platform to manage and drive all interactions with customers (tenants), contractors, government agencies, and social services organizations.

The real estate company originally started using Microsoft Dynamics CRM to track complaints and manage correspondence with members of parliament and councillors from local municipalities. Over time, it became the core platform for developing solutions, handling customer inquiries, and executing housing management functions.

L&Q had also implemented Unified Service Desk to help agents navigate through the systems they were using daily, and enable the organization to incorporate their policies into scripts they followed when speaking to customers. A combined Microsoft Dynamics CRM and Unified Service Desk solution was developed to manage anti-social behaviors.

These technologies were working well, but L&Q wanted to perfect the way they were interacting with their customers through documents. XperiDo, a document generation solution for Microsoft Dynamics CRM, was the final piece of the puzzle.

The Solution

Automated Document Generation Across all CRM Processes

L&Q uses XperiDo in all of their core Microsoft Dynamics CRM processes, where outbound communications are based on white-print documents either attached to emails, or printed and sent. The XperiDo solution enables the real estate company to immediately respond to incoming complaints with a personalized acknowledgement letter sent automatically. Inquiries – from local members of parliament corresponding on behalf of their constituents, for instance – also trigger automated answers providing clear and accurate information.

Plus, with XperiDo for Dynamics, the L&Q team can efficiently generate and send the critical documents required by housing management, from customers’ tenancy agreements to incident-based correspondence regarding rent collection and anti-social behavior. These documents include both standard and customer-specific content that is pulled from the right Microsoft Dynamics CRM record through configurable business rules. Before L&Q started using the XperiDo solution, creating and generating documents were manual tasks.

360-Degree View of the Customers

One of the organization’s main objectives was to provide employees with a 360-degree view of the customers. XperiDo’s integration to Microsoft SharePoint was a perfect fit as it saves and stores generated documents into their correct SharePoint library. When an agent interacts with a customer, they have access to all relevant documents and information directly from the SharePoint document grid of the customer record, in Dynamics CRM.

L&Q’s data exchange program with Experian, a credit information provider, also contributes to offering a comprehensive view of the customers. The program allows L&Q customers to improve their Experian FICO® Credit Score by making timely rent payments. Experian informs L&Q of any significant fluctuations in their customers’ credit scores. The real estate company can then use this information through XperiDo to trigger payment notifications to tenants. This process enables L&Q to intervene quickly, protect customers who may be likely to have rent arrears, and avoid evictions.

With XperiDo for Microsoft Dynamics, our documents are created, managed and stored centrally, which gives us far more control over the consistency of all our documents. This is key to providing the best service to our customers.

Mark Hammond
Business Transformation Programme Manager at
L&Q

The Benefits

The adoption of XperiDo for Microsoft Dynamics enabled L&Q to replace manual document creation and generation processes with automated versions. Creating and delivering mission-critical documents such as acknowledgement letters, tenancy agreements, and incident reports that include accurate, relevant customer data, is done automatically from Dynamics CRM. Besides the efficiency gains, the XperiDo solution brought improved consistency to L&Q’s outbound communications.

The XperiDo integration with Microsoft SharePoint provided a centralized document management and storage platform, where the L&Q team could quickly access a specific customer’s documents and information. With the Experian data exchange program, XperiDo for Dynamics empowered L&Q to leverage important data triggering payment notifications through accelerated document processes. These capabilities helped the real estate company provide a more personalized service, resulting in faster resolution and improved customer experience.

Throughout the implementation of XperiDo, L&Q worked closely with the XperiDo team: “It has been a fabulous experience all the way,” said Mark Hammond.

The XperiDo solution helps us maintain robust records of our customer interactions. Our processes are more efficient and our documents are more consistent, all across the entire organization.

Mark Hammond
Business Transformation Programme Manager at
L&Q

Like L&Q, empower your organization with document generation and document automation capabilities enabling the creation, management and delivery of better documents, faster.

Contact us today!