At Direction Software, we have had great success in helping Real Estate businesses improve their sales effectiveness by implementing Microsoft Dynamics 365 CRM. In some cases, Dynamics CRM has enabled our Real Estate clients to enhance their lead to sales conversion ratio by 40% and customer engagement by 50%.

In this blog, we share some key features of Microsoft Dynamics 365 CRM that help real estate companies to improve their sales efficiency.

1. 360 Degree Customer view

Microsoft 365 Dynamics CRM is an end-to-end business management solution that helps companies track customer data throughout their journey. It makes all the customer details available within a few clicks, enabling employees to know more about the customer and serve them as per their requirements.

It helps businesses connect and communicate with the customer at multiple touchpoints and engage with them to delight them at every step of the process. It also tracks all leads and ensures that there is no lead leakage.

Also, from a customer service point of view, since the team member can easily access the customer data, they can help resolve their queries effectively, based on their history with the company.

2. Customizable CRM solution

Each business has a specific set of processes that have evolved over some time. Any IT solution that the company implements should be able to consider these processes. Microsoft Dynamics 365 CRM can be used right out of the box as a CRM. However, it can also be customized to suit the requirements of your business.

Microsoft has a marketplace – AppSource, where you can find the most popular third-party apps integrated with Dynamics 365 CRM to customize it and further expand its capabilities if required as per your business requirements.

Also, Dynamics 365 CRM is compatible with other native Microsoft apps like Power BI, Azure, Office 365, etc. This further enhances its capabilities to deliver a feature-rich CRM solution for your real estate business.

3. Real-time data access and insights

The data generated across different departments is accessible to the relevant stakeholders in real-time. It helps them understand market trends and make data-driven decisions in quick time. Even if you have multiple properties spread across different geographic locations, data for all of them can be made available in real-time.

It also helps company employees to keep track of the current status of projects and interact with prospective customers accordingly. Dynamics CRM also helps your sales team close more deals with the help of in-built AI features.

4. Personalized communication

Dynamics 365 CRM helps personalize content through the use of AI. The marketing team can create a dynamic range and personalize it as per the prospect, communicate it through channels where they are active, and deliver it at specific times.

It can also create unique offers for leads, thus making the entire journey unique for them. The leads are scored based on how they engage with the content shared. The scores can help the sales team identify the most engaged leads and prioritize the sales funnel.

5. Enhance customer communication

In the real estate business, time is of the essence. It would help if you communicated with the leads at the right time. With Microsoft Dynamics 365 CRM having an on-cloud version that is mobile user-friendly, you are always up-to-date with all lead communication as a business. All you need would be an internet-enabled device.

Dynamics 365 CRM ensures that you have access to all the essential data 24*7 and can view it from anywhere and on any device. Easy availability and accessibility assist users in responding and communicating with interested buyers quickly and schedule site visits, send relevant marketing documents, and proposals on the go.

You can also configure automatic lead allocation using Microsoft Dynamics CRM. It means that any lead generated anywhere in the country is allocated to the right team automatically based on predefined parameters. The corresponding team can then connect with the lead and take the process forward.

If you wish to evaluate Microsoft Dynamics 365 CRM for your real estate business, you can schedule a call with Microsoft-certified experts at Direction Software.

Direction Software LLP is a multicultural Information Technology Solutions and Business consulting company with Indo-German Management, headquartered in Mumbai, India. We are one of the earliest Microsoft partners in India and have been a leading Microsoft Gold Partner since 2002.

We also offer E-Business consulting, Back Office Support, Bespoke solutions on .Net, Java & open-source platforms, Business Intelligence, and Mobility Solutions.

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