Our pioneering initiative in the real estate and construction sector aims to digitize pre-sales, sales, post-sales, and financial processes, transforming disparate and siloed operations into a centralized, efficient system. By implementing a customized CRM, automating key processes, and integrating advanced tools, we are set to revolutionize our business model and enhance customer experience.

Context

    • Disparate operations across geographies and projects
    • Large but siloed customer data
    • Resistance to change, and heavy reliance on Excel-based tool
    • Disconnected tools for data capture and process execution
    • Booking management and financial planning required centralized system

Challenge(s)

    • Establishing a centralized system for the entire business model
    • Migrating data from manual processes and legacy systems
    • Managing a complex property allocation engine
    • Calculating payment milestones based on events, time, and duration
    • Streamlining ad-hoc processes for demand notices and payment collection

Approach

    • CRM implementation with business specific customizations.
    • Power platform for process automation, customer reminders.
    • Automated creation of payment milestones.
    • Integration with dialer system, payment gateway.
    • Streamlined property allocation,cancellation and reallocation.

“ We transformed our real estate business with an efficient CRM – a seamless journey from lead to possession. Real estate business is highly unorganized and technology adoption was a huge challenge. ”

AGM – Product and technology

Engagement coverage and highlights

    • Lead management
    • Contact management
    • Opportunity management
    • Project and launch management
    • Inventory management
    • Application management
    • Price sheet and payment schedule management
    • Booking management
    • Collection management
    • Discount management
    • Refund and cancellation management
    • Document management
    • Integration with dialer, payment gateway, ERP(Dynamics 365 Business Central)
    • Workflows for approvals, escalations, notifications
    • Stakeholders – reports and dashboards

Timeline

investment
Solution discovery & Envisioning

Eight weeks

integration
Implementation

24 weeks

management
User adoption

Eight weeks

tablet
Maintenance & updates, support

Dedicated support team

99%

Booking accuracy

As per CRM audit report

<2 Days

Customer onboarding time

From COO survey

85%+

Interaction tracking

As per CRM activity tracking report

95%

Data quality index

As per quarterly data quality audits

<1 hour

Lead response time

From sales manager survey

>98%

Integration success rate

As per IT audit report

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