CRM solution reduces manual workload and increases efficiency by 60%

Industry : Real Estate

Challenge : Reduce manual entry and Process improvement

Key benefits

Single view of a customer from its various touch points with the business

Automated process of leads capture and lead assignment to the Sales team as per the business workflow setup

Track sales calls to maintain the complete communication with the customer

Analyzing the benefits of referrals and awarding the top referrals

On site sales people can now submit and access customer information anywhere,


Better work efficiency due to synchronized information


Re-entry of customer data at various touch points has been eliminated

Eighty percent of manual paperwork has been eliminated

Internal documentation is automatically created to support ISO requirements

Far fewer potential sales are now lost due to inadequate phone call tracking and follow up