Real state CRMEnhancing real estate sales operations with a tailored CRM
- agile Development
- 2020 - 2021
In this project, we aimed to develop a specialized CRM for a real estate company with the goal of improving the tracking of its prospects and increasing the effectiveness of its sales force. With this system, we expected to achieve greater efficiency in the property acquisition process by improving communication and information management.
To carry out this project several challenges were faced, including the need for a system that would allow for efficient tracking of prospects in order to measure their effectiveness and increase sales volume.
Another concern was the dependence on printed documents and the bottlenecks this caused. A system was required that would allow for the digitization of documentation and facilitate the exchange of information.
To address these challenges, a Discovery project was carried out to understand the scope and limitations of the project. After this analysis, it was concluded that there were two viable options for the development of the system. Finally, a solution composed of several pieces was chosen and developed through our Agile Development service:
- Implementation of main flows
A primary version of the main flows was implemented for validation and improvement, with the aim of achieving efficient tracking of prospects.
- Digitized documentation
Physical documentation was exchanged for digital documentation for closing and titling that is shared through the platform, avoiding excessive use of paper and facilitating the exchange of information.
- Notifications at strategic process points
Strategic notifications were made to customers about the progress of their acquisition through electronic means, with the aim of improving communication and ensuring adequate progress of acquisitions.
- Adequate tracking of quotes and sales
The system supports sales advisors in giving adequate follow-up on their quotes and sales, responding effectively to the customer and allowing for the measurement of sales force effectiveness.
The implementation of a CRM project was a great step towards the modernization and efficiency of our client. The accuracy in the tracking of prospects improved the performance of sales agents, allowing for better preparation and offering a higher-quality service. Additionally, the system provided greater efficiency in measuring the performance of agents, which helped reward those with better results with incentives and commissions according to their performance. In conclusion, the CRM was essential in improving the management of prospects and the performance of sales agents, allowing for the leaving behind of old manual processes.
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