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5 Things to Consider When Choosing a Real Estate CRM

We have already established how a modern CRM solution can help your real estate business to be more successful. But what else do you need to consider? For sure, if you have been planning on getting a new CRM solution, now is probably the perfect time to do so. But that doesn’t mean you should jump the gun and buy the cheapest package from a …

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3 Considerations For Transforming Your Real Estate Business

The real estate industry is undergoing transformational change driven by a number of key forces and unprecedented technological advancements. This transformational change presents both a challenge and an opportunity for firms large and small across the global real estate industry. To stay relevant…

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Why a Modern CRM Solution Can Be Vital to Your Customer Success & Operational Effectiveness

Those who have made a career in the real estate industry, have experienced the many challenges that have become synonymous with the field. Difficulties managing properties and tenants, efficient servicing of properties, facility equipment breakdown and the list goes on. Even worse you are trying to do all of this through countless excel spread sheets or disparate legacy systems. Not only you are doing a disservice to your organization’s customers but you’re likely losing precious amounts of time and money.
So what’s the answer?

Business Process Driven Design – Setting Your Implementation up for Success

In the fall of 2017, the Business Process Modeler (BPM) was introduced to Lifecycle Services. With it comes libraries of industry standard business processes that guide the implementation of Microsoft Dynamics 365 for Finance and Operations. “YES! I will change all my business processes to match the BPM library!” said no client ever. No problem. The BPM can also be used to edit existing processes or record new ones. This…

Power BI: Empowering data to fully understand your business

The Future is here and it is all about data. Data is all around us and growing at an unprecedented pace – did you know that 90% of today’s data was created in the last two year alone!? But what do we do with all of this data? Technological improvements are now allowing businesses to better capture and store data, then analyze and deliver insights that enable companies to make…

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