Construction Company. Real-Estate Services. Building Construction and Renovation. CRM Application

Transcription

1 Case Study DSF Crew Client: Market: Focus Area: Project: Construction Company Real-Estate Services Building Construction and Renovation CRM Application An affordable construction service CRM Solution that could be customized to fit unique business processes, easily integrated with existing technologies, and would consolidate data into one system. The study explores a specific business standpoint to address the application and the solution provided

2 DSF Crew CRM application covers all the core features of Dynamics CRM Sales Intelligence CRM direct sales tool to gauge opportunities, tendencies & performance & Collaborative CRM helps coordinate with multi-channel service & support to customers [ DSF Crew is a privately held Construction company helping thousands of customers complete their projects stress free and on time. The clientele of DSF Crew consists of any property owner from Residential, Commercial & REO industry. ] 15 Modules All Standard CRM Features DSF Crew CRM Application Construction Services CRM Application An affordable CRM Solution that could be customized to fit DSF s unique business processes to support improvised strategic alignment with customers. The solution built on Microsoft Dynamics aims at bringing together different aspects of customer-business relationship together on a hyper-dynamic platform with latest CRM features. It covers all the perspective of business along the operational facets covering solutions for Domestic, Commercial and Industrial construction needs like Roofing, Sliding, Windows, Renovation, Seamless Gutters, and Remodeling Business etc. Sorted and Planned Most Powerful, Extendable CRM Solution!

3 Finely Detailed Smooth Display Strong Backend

4 Graphs on CRM Dashboard Depicting entries and activities Key Challenges: DFS Crew needed to expand their existing functional capacity to reach new market propositions and engage customers better on an automated platform. The major challenge here was to deal with their existing resource panel and tone it up to fit in with advanced CRM utility. It required a streamlined CRM structure to be designed and integrated within the system that allowed them to effectively plan process to connect with customers across the array of services they provide. We had to bring it smooth to work with their shapeless customer goals and make it perform optimally in their undefined role of performance and benefits. Automated system based on crossdepartmental set-up for multiple locations

5 Plan & Solution: Dynamics CRM Expert developed an end-to-end CRM solution that handles all the processing involved during the customer order request till service provided and work completed. In the Application it takes the order from customer through a call from them and then that call is entered in a lead by the Call Center executive in CRM and following that an is shoot out to related branch manager. The system then allows the Branch Manager to send an to related area representative about the lead and Reprehensive attends the Customer for the job, handles the query, and provides him different quotation for the construction work asked by the customer. As soon, the Quotation is confirmed and payment is made, representative then sends the back to branch manager and updates him about the status for the lead who accordingly updates the Account department and lead is then closed by the Call Center staff. MSCRM 2011 on-premise

6 Results & Benefits: Flexible process for Order Management and Smooth communication within application to streamline departmental goals Integrated with existing technologies to allow more of compatibility and scalability to the solution Customized view of the application provides tailored experiences Manage Customer Requests Using CRM leads, managing the customer request has become really smooth. After that product processing can be accessed User-friendly CMS and media gallery The solution is friendly for Sales Executive, Sales Manager, Marketing person etc. Media gallery is customized to work with multiple image galleries for better presentation Google Map Direction Customized Bing Map to Google Map 360-degree customer service theme allows the business to seamlessly connect with the customer Client Review I was looking for a solution for my campaign-based business. It needed someone expert with years of dedicated experience working with domain. After interviewing many, I zeroed down to these guys as I feel so happy now! This is virtually the best team I know with such a great knowledge on Dynamics CRM and related technologies. I got just the right piece of solution that I needed and most importantly within the stipulated time frame - with unmatchable substance. Highly recommended for any size of requirement you have with CRM!

7 Dynamics CRM Expert is a name to trust for all your CRM needs whether it is about handling a small retail business or planning a communication channel for your global food chain customers. We are all equipped to serve you with most advanced Microsoft Dynamics benefits across Operational CRM, Sales Force Automation, Analytical CRM, Sales Intelligence CRM, Campaign Management and Collaborative CRM, with our expert team of CRM specialists. With over 10 years of experience running CRM business, we have all ideas placed to make it work for you in a timeless manner. Learn more about this project Share your views enquiry@dynamiccrmexpert.com USA Office (Florida) UK Office (London) India Office (Jaipur) This work is prepared by Dynamics CRM Expert and represents information produced using the knowledge and insights gathered from and outside the organization for the sole purpose of business promotion.