The Need

It is a given fact that success in Real Estate industry is demonstrated through satisfaction of customers and strength of brand. Nothing can be as powerful as a strong brand with a fleet of loyal customers. This happens when the real estate company has a streamlined flow of operations from managing and maintaining catalogs and property listing to nurturing sales leads and keeping up with business insight to make well-informed decisions.

Our client was relying heavily on manual management of these functions and was unable to track various sales and marketing activities, eventually failing to measure the return on investment.

The Solution

After through assessment of the above business challenges faced by the company, Systems Limited proposed the implementation of Microsoft Dynamics CRM at the Real Estate company helped them to launch property projects, plan and execute sales and marketing activities, manage after-sales and facility management cases, and run overall real estate business on a single platform with fundamental focus on enhancing customer relationship and providing real-time insights into business for better decision making and improving the topline.

Systems Limited offered the following services in addition to the implementation of Microsoft Dynamics CRM:

The solution should:

CRM Strategy Consulting Administration Configuration Customization

CUSTOMER AND ACCOUNTS

360o Profile Communication Log Prospects and Opportunities Cases and Active Contracts

PROPERTY INVENTORY

Inventory Management Property Catalogs and Listing One-button Web Publishing

PROCESSES AUTOMATION

End-to-end automation of Sales Life Cycle Automated processes for new lease, renewals,

expiry, termination etc. Automated processes for new sales, transfers,

split and merge, up and downgrade etc Approval Log Notification and alerts Reports & Dashboard

EXPENSE MANAGEMENT

Expense Submission Expense Approvals Tracking & Reporting

CAMPAIGN

Design Campaigns Manage Leads & Enquiries Track Customer Response Campaign Scoring and Reports

SERVICE MANAGEMENT

Capture Cases Categorize and Assign Cases Case Queues, Process and Log Reports & Dashboards

A leading Real Estate company achieves end-to-end Real Estate

Processes Management with Systems Limited’s Dynamics CRM implementation

RegionPakistan

IndustryReal Estate

Project OverviewSystems Limited implemented Microsoft Dynamics CRM at a leading Real Estate company in Pakistan that helped them achieve end-to-end leasing and sales process automation and enabled them to provide seamless custom-er experience in all front-office operations including sales, services and marketing.

Technology ProvidedMicrosoft Dynamics CRM

Results

• Achieved end-to-end leasing and sales process automation that helped them save customers’ time and hassle while offering seamless customer experience.

• Enabled the company to view real-time insights and make accurate and timely business decisions.

• Better-enabled them to launch property projects, plan and execute sales and marketing activities, manage after-sales and facility management cases.

• Provided them a single platform to run overall real estate business with fundamental focus on enhancing customer relationship.

C A S E S T U D Y

In addition, the implemented solution also captures data points to make goal tracking statistics and analytics available for leadership around sales process.

• Sales and Leasing Process – The implemented solution helps the company to convert qualified leads into sales and leasing processes, which are customized based on different property types. The entire business process for sales is now customizable in the product and routes any opportunities from Open to Won stage. Reports and dashboards are also available to them throughout the journey of opportunity.

• Contracts, Renewals and After-Sales – The solution helped the firm to track an opportunity from its initial phase till it’s won and also tie it up with the respective customer’s profile to keep track. In addition, during the leasing term or after sales activity is confirmed, the solution enabled them to capture customers’ request such as lease renewal, unit transfer, unit upgrade, split contract etc. routing each request through respective process workflow. The client is now able to view detailed data points and runtime analytics of each case.

• Marketing Campaign – The sales automation system, which is equipped with powerful campaign design and execution engine helped the marketing team in maintaining statuses of campaign activities, response of customers and calculation of overall scoring of campaign efforts to deduce ROI.

• Reports and Dashboards – Since the reports and dashboards in Real Estate management system is based on powerful CRM and SQL Server based reporting engine, the company now leverages on these tools that help them in designing on demand, scheduled, and ad-hoc reports. The reporting data is also available to the authorities in pictorial form and dashboards to make quick and accurate business decisions. The system also empowers the client with dozens of reports with a flexibility of designing customized reports and views.

MOBILE

Free Mobile Apps Mobile Native Access to Entire System Seamless Experience

MISCELLEANEOUS

Outlook Integration Powerful Reporting Engine Integration with Microsoft Products Robust Multi-level Security View

Benefits

The Real Estate company was able to leverage on a range of benefits that the Real Estate Processes Management solution offers including:

• Manage Property Listing – The company was able to cut the hassle of maintaining various property listing and catalogs as all critical documents were maintained within one CRM solution. The solution also enabled customized options such as availability of property units visible on individual portals with a clear distinction of property units that can be booked through a third-party entity; all options are customized with respect to the user. The solution’s ability to be 100% compatible to be integrated with world’s leading CMS solutions enabled runtime integration among Real Estate solution as well as the client’s website.

• Customers and Partners Profile - The solution managed detailed profiles of the firm’s partners, including partnership terms, partnerships tenure, partner goals etc. The profiles, which are also linked with all communication tracking, sales and marketing activities, and case management, enabled the company to have a 360-degree profile view serving as a centralized platform to manage all data relevant to real estate activities for their partners and custom-ers.

• Activity Tracking – Since the CRM system is connected with Microsoft Outlook, it helped the concerned team be notified on site visits and meeting reminders for sales and marketing professionals. Sales team is now well-enabled to update status of their visits and other selling activities. These visits and activities statuses are visible for internal audits and approvals. Performance management of sales force has also become convenient and can be derived from activities tracking.

• Capture and Nurture Leads - The solution’s capability of recording customer interests and prospects and tying them with the available property units substantially facilitated the sales team and external partners respectively. Each lead now goes through a tailor-made lead

Systems Limited, founded in 1977 is the leading global Technology and Business Process Outsourcing service provider, delivering innova-tive business solutions and technol-ogy-led BPO services. With over 2,500 employees globally, our people help customers around the world maximize their IT investments and create specialized solutions that drive business results. These solutions leverage our deep techni-cal skills, accelerators, frameworks and products, industry best practic-es, and domain expertise to ensure they achieve the business goals and creative competitive advantage for our customers. Systems Limited brings industry insights and the business acumen focused on helping its customer achieve a high ROI, offers enterprise mission-critical software solutions, and brings a deep technology-ag-nostic skill set which remains unmatched in the industry. By delivering on hundreds of projects, we have developed industry-specific offerings and cross-industry offerings, plus a suite of tools and accelerators that enable our customers to realize business benefits father with increased efficiency and lower overall IT costs.

The winning combination of our people, best-in-class technology, innovative business practices and value-added global alliances help us team up with corporate and public sector to deliver value by producing a significant return on our clients’ investments.

About Systems Limited

Lahore - Head Office

Chamber of Commerce Building, 11 Sharae Aiwane Tijarat, Lahore, Pakistan ( +92 42) 36304825-35 (+ 92 42) 36368857

Karachi

E-5, Central Commercial Area, Shaheed-e-Millat Road, Karachi, Pakistan (+92 21) 34549385-87 (+92 21) 34549389

Dubai

TechVista Systems FZ-LLCOffice 105, Building 11 Dubai Internet City,PO Box 500497, Dubai, UAE (+ 9714) 369 3525 (+ 9714) 456 3761

sales@systemsltd.comwww.systemsltd.com

FOR MORE INFORMATION