China's real estate industry has become one of the pillar industries of the national economy, and the industry harbors great wealth and opportunities, hence the fierce competition. This is especially evident in first and second tier cities with large market capacity. The industry management experience of Hong Kong, Singapore, Japan, Europe and the United States has been borrowed and localized, resulting in the formation of a number of medium and large real estate enterprises with national or regional influence.

How to avoid management blind spots and resource wastage caused by scattered customer information? Customer information is scattered in the hands of different departments, business links or partners, and stored in different forms. Enterprises cannot accumulate customer resources and establish a complete customer view on a unified platform, so the information that needs to be viewed and analyzed cannot be obtained in time, resulting in a management blind spot. The fragmented information that can be obtained cannot support customer segmentation and targeting, and the on-the-job marketing department has to spend a lot of money to do mass marketing repeatedly.

How to reorganize business processes in a customer-oriented way? It is easy for departments or employees to approach customer-related tasks from their own units and from a siloed perspective. In many cases, every task in every segment seems to be fine, but customer satisfaction is at a low level.

How can business processes be monitored and coached to ensure that the company's business initiatives are executed through a PDCA cycle to achieve business goals? A large amount of sales or service information is generated at any time at the point of contact. Higher-level units or managers usually communicate with front-line business personnel to obtain this information through regular meetings or summary reports. This inevitably results in lagging, distorted or messy information. And this makes it difficult for higher-level units or managers to monitor abnormal signs in the process and provide timely counseling, and even to understand whether the process is completed and whether customers are satisfied after closing the loop, so there is no way to talk about "winning in execution".

Microsoft Dynamics CRM is a set of management software that supports complex organizational structure and large scale applications, with easy-to-use, flexible and secure features, and easy to integrate with other application systems. Microsoft's real estate industry solution deployed on this product platform provides comprehensive front-end management applications for the real estate industry, including: marketing management, sales management and service management.

Master Data Management

Includes customer profile and 360 degree customer view, customer property unit, product (project/community/group/building/unit), service problem tree, property sales contract, agent, organization/role/personnel of the unit, etc.

Customer Segmentation And Marketing Management

Multi-dimensional segmentation of customers can be performed based on the attribute dimensions of customer profiles and customer-related business information to identify a group of customers with commonalities for targeted product planning, marketing contact, service or care. A combination of marketing activities can be launched using multiple communication channels to track, evaluate and convert marketing campaign responses into customers and opportunities, and the ROI of marketing activities can be quantitatively evaluated.

Sales Management

Product and pricing management, including: batch resume housing products, management price, discount, payment method, etc. Sales management, including: sales quota, property revenue trial calculation, daily/weekly/monthly sales analysis, sales funnel forecast; sales control analysis and deployment; scheduling and multi-type fall management; contract management and online record; order/contract change management, etc. Opportunity management, including basic information, stage/status/action information and quotation, etc., with PDA mobile sales. Collection management (can be integrated with financial system).

Customer Service Management

Including pre-signing consultation service, loan service from signing to delivery, mock house inspection, move-in inspection and correction, pending title and area compensation service. Post-occupancy services include: complaint management, group rights defense, renovation management, fault repair, emergency, move-in/move-out management, and satisfaction return visit. Service knowledge base can be used and can be integrated with call center and customer self-service portal.

Visualized Decision Analysis

Based on Microsoft SQL Server technology platform and partner products, real estate companies can perform dynamic visual analysis of relevant management topics around customers, thus speeding up scientific decision-making and improving business performance.

Other Extensions

Competition management, customer self-service portal, call center, membership loyalty program, integration with other applications such as financial system/HR system/project management system, etc. For non-developer types of companies, such as those favoring intermediary services or property services, the above solutions can be adapted.