Benefits of CRM for Real Estate

Like every other industry the Real Estate sector is also dependant on clients for business growth. There are various types of services provided by realtors and all of these services can be integrated into the Microsoft Dynamics CRM. The Dynamics CRM enables a real estate organisation to centralise their database and serve all their clients from a single interaction point. It enables a multi-faceted service point based on client relationship.

Meeting client requirements

Different clients have varying requirements for a property. Usually these requirements are individual specific and can hardly be grouped or categorised under broad heads. The Dynamics CRM enables serving clients with a personalised attention to meet their individual needs The PragmaReality is a customised version of the Microsoft Dynamics CRM which has been designed keeping in mind the varying peculiarities that real estate clients present.

Streamline operations

Meeting specific needs of clients in the real estate sector can be quite a challenge. The Dynamics CRM helps to streamline this challenge by creating alerts for particular customers when a property that meets the specific need is found. This applies to purchase and sale as well as leasing and renting. The requirement for commercial as well as residential property poses different challenges and specification. However the MS Dynamics CRM can organise all the data in a streamlined manner and filter specific data as per the need.

Creating a database of available properties and matching them with the client’s requirements is one of the wonderful features available in the PargmaReality. Real Estate is all about helping a client find the property they are looking for and within their required budget in the preferred location. When a client finds the type of property they are looking for there is very little which stops them from finalising the deal. Budget is sometimes a constraint but in most cases they are willing to adjust to a higher budget considering the waiting period.

The Real Estate market is a highly competitive arena. Clients are not loyal and prefer to deal with multiple realtors in the hope of finding the best available property. Maintaining a database of as many available properties as you can with detailed specifications is a major advantage and can help you hold onto a client with assured business. The Dynamics CRM allows storing detailed data of available properties. This organised data storage helps to find available properties with the correct specification when required. Advanced search facilities are a beneficial feature of the Microsoft Dynamics CRM which gives a Real Estate company a leveraging tool.

To meet the challenges of the highly competitive Real Estate market a realtor needs to invest in techniques and tools which can be leveraged for offering better deals and bringing in more clients. The PragmaRealty has been designed specifically to meet this need. Pragmasys can help with your organisation to upgrade and provide the required training and customisation of the software. It can help take your business to an online platform and take advantage of new business opportunities presented by the internet. Marketing analytical tools and tracking online activity of interested clients becomes and easy task with PragmaReality thereby allowing a quick and easy follow-up.

Customisation of Dynamics CRM

Customisation of the MS Dynamics CRM is an area that is not always very clear. The need for customisation arises to meet the unique style of working that an organisation has internally. The manner in which a company works depends largely on company policies, target levels and the principles of the management. The vision and goals of a company also plays a major role in defining the working style.  To ensure that these principles and approach in handling the customer is maintained, some changes to the CRM system are required. These modification in the Dynamics CRM helps to uphold the company’s current practices and maintain service standard levels.

Why do you need to customise the CRM?

The Microsoft Dynamics CRM comes with a standard user interface with general data fields. To meet the unique working style of the organisation the Dynamics CRM will have to be customised. The process of customisation entails making changes to the standard Dynamics CRM interface and altering it to conform to the organisation’s needs.

Customisation is not limited to just user interface but involves a lot of background work as well. Table structures and data fields will have to be defined to meet the needs of the organisation. The type of data that the organisation stores, depends from one company to another and is also based on the product or service they offer. Fortunately the MS Dynamics CRM allows customisation stating at the entity level

 Why is customisation necessary?

Customisation facilitates the workflow. Employees can have role specific interface which makes their job faster and less complicated enabling them to serve customers in an efficacious manner. The Dynamics CRM is designed to improve the relationship with the customer by being able to better manage customer information. The Dynamics CRM organises customer data for easy access. This is simplified by allowing multiple field search options. Customer records can easily be updated and kept up to date at all times.

 How to customise the Dynamics CRM?

The Dynamics CRM is a complex amalgamation of processes which required a person to have some understanding about how a database is defined. Professional assistance in the matter of customisation will uncomplicated the matter and speed up the process as well. Getting help from technical experts who are familiar with the Microsoft Dynamics CRM is the advisable way to proceed for any company.

Pragmasys is a Microsoft Gold Partner and adept at installing, integrating and customising the Microsoft Dynamics CRM. Pragmasys has the advantage of an in-depth understanding of the system as well as backend support from Microsoft. The technical expertise of the Pragmasys team enables them to make the necessary changes and integrate the software with your existing system. The Pragmasys team of technical experts understand the current workflow and incorporate it into the Dynamics CRM system.

The Microsoft Dynamics CRM is one of the most popular CRM systems which allow easy integration into the current working approach of an organisation. It can be customised to boost operations and lower pressure levels. Some tasks can be automated and thereby help to curtail wastage of manpower. There are multiple benefits to customising the Microsoft Dynamics CRM with the help of the experts.