CASE STUDY
INTRODUCTION
Heckenberg Reality Group (HRG) is a real estate firm helping their clients to make the best choice in buying and selling real estate properties.
HRG Sales Team is known for providing clients with accurate and up to date real estate market information, sound advice based on skilled analysis and thus fostering long term relationships.
In Order to ensure highest quality of service to their clients, HRG is always looking to explore new technology in order to make selling & buying process of real estate cost effective, simple and faster.
CHALLENGE
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Lack of Centralised Database of their Existing Clients and Prospects
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Effective Lead Tracking & Monitoring of Sales Activities
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Manage Content related to Property Listings i.e., ability to attach & store large document files of different kinds in a common place (for e.g., images/ videos/) was one of the challenges
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Categorization of the Clientele to execute campaigns wasn’t easy
SOLUTION
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HRG Estates planned to drive their Client Engagement process with modern cloud-based technology solution –Microsoft Dynamics 365 Sales
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Streamlined Lead Management through D365 Sales business process flow
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Centralised Repository of the Property Listings and Ability to attach & store large document files of different kinds (for e.g., images/ videos/) through native SharePoint integration with D365 Sales
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Segmentation of Customers and Prospects via Marketing Lists
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Enabled Rich Text Email Templates for Email Campaigns
RESULT
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Centralised Cloud based platform which provides freedom to access the solution on any device and from anywhere. Consistent Experience for sales app users on laptop/tablet or mobile devices
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Maintain Centralised Repository of the Customers & Prospects Data
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Able to maintain & track all sales activities thus enhancing client engagement more effective to win more deals
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Segment Prospects and Customers via Marketing Lists to run quick Email Campaigns with use of rich text email templates