Property Management Solution with Marketing & Sales Automation

For a leading Australian real estate management company handling over 10000+ properties

Earlier, with a Microsoft SharePoint based solution, the client was able to track and handle the property management tasks. However, the existing system failed to offer the right visibility into business processes. Our team did thorough analysis and developed an automated system with Dynamics 365 for sales & marketing functions to streamline operations and address the growing needs of customers.

Capability

Product Engineering

Industry

Real Estate

Country

Australia

Key Features

The re-engineered solution offered extensive service automation with a platform that enabled their end customer with search, buy, sell, and manage the properties online. This in turn empowered the client with insights on how to improve customer services.

Build better relationships

Unified platform enabling seamless communication between end clients and real estate companies to view data, identify critical areas requiring enhanced processes, and make more informed decisions

Actionable customer feedback

Pulls out data from survey responses to convert them into actionable insights to take necessary steps and improve customer experience further

Centralized database for lead mapping

Helps grow customer portfolio with a wide range of property management services that helps form targeted and personalized communication with leads

Mobile lead management

Easy access of lead data such as lead status, contact details, quotations, contracts, maintenance requests and more to the designated broker or property manager on-the-go

Challenges

Slow & outdated marketing and sales platform

No single portal to track property listing, contract management, and information about leads/inquiries

No efficiency mapping available

Lack of data transparency and customer insights

Complex reporting hierarchy

Solutions

We mapped the existing business processes in-line with expectations, and leveraged Dynamics 365 for property management to create the lead (enquiry) management, customer management, and opportunity management modules. For on-demand and real-time reporting, we integrated the existing app with the current SharePoint solution.

Lead & enquiry management

Smart tracking of property inquiries from web and prospects along with activity status. Easy to understand their preferences and customize the shortlisting of units by accessing prospect information

Opportunity management

Streamlines the entire offer management process from contracts to payments to reserve property units for a predefined period. And, efficient management of shortlisted units helps to improve customer relationships and sales

Customer management

Offers 360-degree insight into customer data, including customizable portals that provide their payment history, information on documents like contracts, renewal updates and more