Migrating to a centralized CRM solution
Real estate technology: strong growth versus an outdated system
This case is about a company specializing in broker services and applications that was experiencing strong growth. However, its outdated IT system was holding it back at a critical stage of its development. As customer demands grew and accumulated, the old management system could no longer deliver. In a decade, it had become frozen in time. How could it be adjusted to this new reality? To meet the growing demand, the company needed a complete view of its business, and they needed it yesterday.
Data reliability is key
Data quality was important to this insurance software provider. Entering and editing member data had previously required redundant manual processes, which jeopardized data reliability.
From an administrative perspective, employees had to perform time-consuming tasks. The company was facing a significant infrastructure investment to host its data, websites, and key applications, and to provide an overview of its operations. In addition, management and the IT team were also concerned about the operational and data security risks of this aging system.
— Frequent data entry errors
— Critical information was missing
— Difficulty sharing data between departments
— Inability to see the entire business
— Data security compromised by this outdated system
— Significant time spent on administrative tasks
How do you preserve the team and performance?
Obviously, managing difficult data increases friction within the team. On the one hand, employees struggle to access key information. On the other hand, they are forced to do data entry instead off ocusing on their customers. As a result, this aging system affects both employee retention and organizational productivity.
For this fast-growing real estate technology company, a new CRM had to meet various needs.
Thus, the transformation should fulfill several objectives:
— Modify the applicationstructure to adapt it to the company's new realities
— Improve the overview of activities and services offered
— Centralize information to accelerate help desk service
— Reduce time spent on administrative tasks
— Reduce the risk of data entry errors
— Migrate to Microsoft Dynamics365 and make a shift to the cloud
This company was looking for a partner with the necessary expertise in customer relationship management (CRM) and supply chain management (SCM). Reaching a critical stage in its growth, the organization wanted a partner who could:
— Understand its business and objectives
— Meet its deadlines
— Ensure a smooth transition to the new system
A tailor-made solution created by XRM Vision
XRM Vision enabled a smooth transition to a centralized virtualization solution. As a result, our experts modernized this company’s operations using Microsoft Dynamics 365 technologies and a shift to the cloud. This transformation was deployed over several months, ensuring that time and budget constraints were met.
Having begun its digital transformation in 2017, this real estate technology company has modernized by seamlessly integrating Microsoft Dynamics 365 tools by integrating with Microsoft Azure. As a result, Dynamics 365 CRM Online and NAV securely ensure smooth operations, including marketing, finance and call center management. In addition, the new CRM integrates with all of the company's offerings and functionality. This 365-degree view significantly increases efficiency and optimizes team collaboration.
XRM Vision enables real estate software providers to offer new, modern solutions to customers and increase productivity, efficiency and collaboration. This digital transformation allows them to deliver greater customer value and improve customer satisfaction. Our experts were able to achieve the company's key objectives and maximize the potential of Dynamics 365 for all its business activities.
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