Heckenberg – Dynamics 365 Sales

Heckenberg Reality Group (HRG) is a real estate firm helping their clients to make the best choice in buying and selling real estate properties.​

About the Client

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

Lack of Centralised Database of their Existing Clients and Prospects​

Effective Lead Tracking & Monitoring of Sales Activities​

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​

Categorization of the Clientele to execute campaigns wasn’t easy

Solution
  • HRG Estates planned to drive their Client Engagement process with modern cloud-based technology solution –Microsoft Dynamics 365 Sales​
  • Streamlined Lead Management through D365 Sales business process flow
  • 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​
  • Segmentation of Customers and Prospects via Marketing Lists​
  • Enabled Rich Text Email Templates for Email Campaigns
The Duco Consultancy Approach

Our team of critical thinkers take on each project with the aim to deliver the best solutions.

Briefing
We listen to you with the goal of providing the solution that works best for you
Idea
Our team works together to theorize the best possible solution in a timely manner.
Processing
Our experts process the theory into practise, implanting the best program for your needs.
Execution
We implement, test, confirm and launch the best possible solution, ready to use!

Briefing

We listen to you with the goal of providing the solution that works best for you

Idea

Our team works together to theorize the best possible solution in a timely manner.

Processing

Our experts process the theory into practise, implanting the best program for your needs.

Execution

We implement, test, confirm and launch the best possible solution, ready to use!

Result
  1. 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​.
  2. Maintain Centralised Repository of the Customers & Prospects Data​.
  3. Able to maintain & track all sales activities thus enhancing client engagement more effective to win more deals​.
  4. Segment Prospects and Customers via Marketing Lists to run quick Email Campaigns with use of rich text email templates.
Contact Us
Operating across 3 Continents, Duco Consultancy is innovating technology at every corner. Contact us today to learn more about our services and opportunities.
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