Microsoft Dynamics CRM for Real Estate Industry -

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Microsoft Dynamics CRM for Real Estate Industry

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About the Client

Our client is a respected brand in the real estate auction industry. They have sold over $10 billion worth of real estate in the United States, 50 states, Washington DC and Puerto Rico over the past 10 years. Our experts assisted the company in maintaining and supporting its Microsoft Dynamics CRM on-premises. Our Managed Services offer is trusted by the company and allows them to maintain their CRM operations.

Challenges

Our client is a rapidly growing real estate auction business. CRM users will likely encounter problems and challenges when operating and managing an enterprise CRM system. It is essential to recognize them, identify the root cause, and provide a permanent solution so they don’t occur again.

The company faced significant pain points:

The client used a manual process to onboard and offboard clients, which slowed down the process and negatively impacted revenue.

They were unable to track renewals, commissions, and SDRs. SDRs were being double booked for a project that was causing delays.

Our client relied on manual tracking with spreadsheets for forecasting and commissions.

Solution

Considering the pain points of our client, we offered support for the Dynamics CRM software for business operations. Our client was able to take full advantage of the software. We provided support for the following:

Gamification to ensure user adoption: It could increase engagement and improve the end users’ adoption process. It could ensure that the end-user experienced the total value of our client’s product. As a result, sustainable user retention and engagement were ensured.

24/7 Support (Preventive and corrective): To intellectually handle user inquiries. By being continuously available to the customers with a greater understanding of sales types offered within the company, they could attract greater and better customers for the long term.

Expanded CRM Platform: This platform could ensure the user’s trust and loyalty in the company.

We have solved the company’s major pain point via Change Requests by doing the following:

Implemented an automated process

A custom solution was developed and implemented. It was possible to create a custom view showing the resource usage and allocation for all projects.

A lightweight reporting module was developed and released.

Benefits

We minimized the manual steps for the process to simplify the process for our client.

Resource management, forecasting, and auto-creation were made possible

Our client was able to track the compensation of both Inside Sales staff members and Sales managers.

We optimized the operation and reduced the cost to 15%.

We processed a seamless team communication. A company needs seamless communication to access all the information required.

We managed to increase the team productivity to 20%. The built-in tools helped the employees meet deadlines and get an interconnected platform for emails, calendars, and meetings to avoid any important notifications.

The suggested software helped our client to make informed decisions through real-time data.

The single source database helped our client get the updated information instantly.

Our client achieved the business goals quickly, and the sales and marketing teams worked together on a unified platform to generate more significant revenue.

Why Transpire?

Transpire is a global IT consultancy company with over 15 years of experience in digital solutions, providing businesses with a roadmap to digital transformation. We are dedicated to winning our customers’ trust in us by providing them with solutions for their problems in the real estate auction. We help our clients build a better brand image of trustworthiness in the industry, get more leads, and generate revenue.

We understand the ups and downs of the real estate industry and strive to make the operations simple, better, and more profitable for our clients. Let’s get connected to build a better and brighter future together!


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