Revolutionize Real Estate Management with Dynamics 365 CRM Implementation

Did you know the US real estate market is expected to reach $119.80 Tn by the end of this year?  

One of the reasons for such an upward trajectory of the US real estate market is the continuous urbanization, rental market growth, and soaring prices.  

However, prices have no turning back, and multiple factors contribute to stretching the demand and supply gap.  

Although the real estate market is flourishing each day, the industry grapples with some significant challenges- 

  1. Keeping up with technological advancements 
  2. Property management 
  3. Inventory shortages 
  4. Personalization 
  5. Market fluctuations and local economic uncertainty 
  6. Long hours of employee engagement 
  7. Regulatory challenges  

These challenges warn of the need for innovative tools for addressing these issues immediately.  

Here is where Microsoft Dynamics 365 CRM comes to your rescue.

Fig. Benefits of choosing Dynamics 365 

With Dynamics 365, you can: 

  1. Get a unified view of all properties.  
  2. Seamlessly manage your properties, like managing property portfolios, maintenance requests, and tracking and monitoring their conditions, to name a few. 
  3. Manage customer interactions and transactions with each property. 
  4. View property status like their condition, the types like whether the property is commercial, residential, raw land, or industrial, the pricing history, and other vital information.  
  5. Get a 360-degree view of your clients and segment them accordingly for personalized communication. 
  6. Effectively capture, organize, and manage leads. 
  7. Built-in automation features for making the life of property agents easy and reducing their manual efforts.  
  8. You can track your marketing campaign progress and get valuable insights through in-built analytics.  
  9. You can manage all your marketing channels under a single roof due to its integration with Microsoft 365. 
  10. Track referrals and manage your past client relationships in this industry.  
  11. Efficiently manage all your team collaboration and communication under a single roof.  
  12. The freedom to customize your CRM to meet the changing requirements and scale accordingly. 

Woah! That’s a lot to accommodate with Dynamics 365 CRM for your real estate business.  

But here’s a catch. 

To capitalize on this CRM and get all the benefits, you must correctly implement it. Dynamics 365 CRM implementation is a hard nut to crack as it involves numerous processes and expert hands to hold. Therefore, you can consult a leading CRM software implementation company to understand what they will bring you to the table.  

As we are Microsoft Partners and one of the leading CRM software implementation companies, here’s what our implementation process looks like: 

Fig. Dynamics 365 implementation process 

  1. A thorough analysis of your business. 
  2. Understanding the market, its trends, scope, and customer expectations. 
  3. Identifying pain points you are grappling with. 
  4. Mapping the market needs and trends with your pain points and filling in the requirement gaps even better.  
  5. Identifying goals and KPIs to measure those goals. 
  6. Customizing the Dynamics 365 platform to accommodate your requirements.  
  7. Integrate this customized CRM with your existing systems to create a unified view of the entire real estate ecosystem. 
  8. Start with Dynamics 365 CRM migration. We ensure accuracy, consistency in formats, and compliance.   
  9. We train your employees to handle this new system with ease.  
  10. We configure your Dynamics 365 solution, prioritizing compliance and security during implementation.  
  11. We commit to offer ongoing support and optimization per the requirement.  
  12. We keep improving the system and align with your industry’s dynamic needs. 

What do you think? What does our workflow look like? 

Fig. Dynamics 365 Architecture

We have crafted our implementation strategy to make your real estate transformation journey a breeze in this dynamic landscape. 

There may be a concern about the Dynamics 365 implementation pricing plans.  

We thought of giving a fair idea, a top-level view of how our pricing model works. 

Firstly, the pricing of implementing Dynamics 365 for real estate business depends on the modules and features you require for your business. Here’s a checklist to help you understand the charges you’ll be levied for 

  1. Dynamics 365 licensing 
  2. Dynamics 365 implementation costs, like initial setup, configuration, data migration, customization, integration, and training.  
  3. Support, updates, and maintenance costs for the Dynamics 365 platform. 
  4. Consultation charges for further assistance for the Dynamics 365 solution.  

To learn more about the Dynamics 365 pricing plans, you can directly consult a Dynamics 365 implementation partner like us. If you want, we can guide you through and quote as per your requirements. 

So, to summarize, Dynamics 365 is your one-stop solution for all your real estate business problems. However, implementing Dynamics 365 is the real game-changer for your real estate goals. There are many Dynamics 365 players in the market. Nevertheless, selecting the right one that fits your budget with a proven track record is all you need.  Pick the jewel of the crown! 

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