Housing Industry Dynamics 365 CRM Solution

CRM solution for the residential sector is an end-to-end solution for the real estate industry based on Microsoft Dynamics 365. The solution helps you develop a customer-centric approach, improve your property sales, marketing, after-sales and service process. Thus, it improves your brand image, efficiency and helps you to ensure effective collaboration between departments.

The solution is integrated with Microsoft Office and Outlook and utilizes the sales automation, customer service and marketing modules in CRM. Dashboards have been created within Power BI and CRM to enable users to access reports and information instantly and easily.

1. SALES AND MARKETING PROCESS

It is a structure that will enable the information of all customers and prospective customers to be kept in a singular way for the Housing Sector.

The real estate inventory held by the company can be included in CRM with all its features and sales information.

All activities to be carried out for customers (interviews, appointments, phone calls, etc.) are tracked through the system.

All campaigns and target audiences specific to customers and segments can be easily defined and campaign returns can be measured.

The solution professionally manages the effectiveness, performance and control of the sales process. The system includes the necessary reporting tools (Dynamics 365 CRM Reports & Dashboards & Excel & Power BI) for performance evaluations of sales activities and sales personnel.

1.1. RESERVATION TRACKING

Details of all option and reservation transactions are tracked through the system.

1.2. SALES FOLLOW-UP

Activities related to all sales transactions can be tracked in detail. Thanks to the target definitions in the system, performance evaluations of sales activities and sales personnel can be made easily.

1.3. PAYMENT FOLLOW-UP

All financial instruments required for sales (down payment, credit, promissory note, check, interim payment, payment on delivery, etc.) can be defined within the system and automatic payment plans can be created for sales. If desired, the collections made can be displayed by integrating with the ERP system. Customer and sales information can also be transferred to the ERP system.

1.4. TRACKING OF DOCUMENTS AND OFFICIAL TRANSACTIONS

All documents that need to be received and signed from the customer during the sale can be received through the system.

2. AFTER-SALES SERVICES PROCESS

Similar to the sales process, after-sales services also include the necessary processes for performance and supervision:

• Customer request and complaint management

• Call center management

• Social Media Management

• Delivery process studies

• Follow-up of title deed and subscription transactions

• Work Order and Master Management

• Customer satisfaction survey management

Benefits:

• Increases efficiency by standardizing and accelerating internal processes.

• Microsoft Dynamics 365 CRM is strongly integrated with Outlook and accessible on mobile devices, speeding up the process of creating and accessing information.

• Sales and marketing modules help you communicate effectively with your customers.

• It accelerates your sales by managing and auditing your property sales processes more effectively and taking all printed forms through the CRM system.

• The customer service module helps you to handle customer complaints and after-sales service issues quickly and flawlessly.

• Power BI helps you focus on customer and sales, customer service and campaign analysis with advanced reporting tools in Excel and Dynamics 365 CRM.

• With survey and social media management, you can track customer experiences and satisfaction and integrate them into CRM online.

• It can work in a mutually integrated manner with the desired ERP system.