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