https://store-images.s-microsoft.com/image/apps.14049.86b56724-3d2f-4e72-ab07-6eccbcdfd7b5.c67d0eb0-f919-4948-b88a-a763257bc220.bda4121a-6593-4234-bad1-b9216da5e55c

Real Estate CRM implementation: 1-Day Assessment

Dynamica Labs

Assessment of your current CRM, real estate industry best practices benchmarking, and a report on how Dynamics 365 can support your agency's automation.

This one-day assessment is for a company's business leaders and can be done via Skype call.

Agenda

Virtual Meeting

  • Focuses on current business challenges, defining your company's priorities, and reviewing industry IT best practices in Commercial and Residential Real Estate

CRM assessment

  • Focuses on user adoption review, analysis of data collected, and the KPI's measured in the system

Deliverables

By the end of the audit - an assessment document will be prepared, highlighting:

  • Company's CRM strategy and how Dynamics 365 can support it
  • Current CRM usage and gaps
  • Industry best practices that must be implemented
  • Suggested technology roadmap using Dynamics 365

At a glance

https://store-images.s-microsoft.com/image/apps.53697.86b56724-3d2f-4e72-ab07-6eccbcdfd7b5.c67d0eb0-f919-4948-b88a-a763257bc220.ab56f081-4284-450c-a337-6bea89f9a1c0
https://store-images.s-microsoft.com/image/apps.39792.86b56724-3d2f-4e72-ab07-6eccbcdfd7b5.c67d0eb0-f919-4948-b88a-a763257bc220.d1ea5165-0619-466e-8f5a-4b27022bafdf
https://store-images.s-microsoft.com/image/apps.33663.86b56724-3d2f-4e72-ab07-6eccbcdfd7b5.c67d0eb0-f919-4948-b88a-a763257bc220.398dd9a0-80c0-4070-9b37-104a80e53fbb
https://store-images.s-microsoft.com/image/apps.3047.86b56724-3d2f-4e72-ab07-6eccbcdfd7b5.c67d0eb0-f919-4948-b88a-a763257bc220.52627da1-a8bd-4133-a01c-94259f968a4f