Custom Power BI Sales Dashboard Enhances CRM for a Real Estate Giant

About Client

A prominent real estate consulting company headquartered in the United States.

Business Requirement

The client faced challenges due to the lack of key features in their existing CRM system, such as Outlook integration and automated proposal generation. These shortcomings affected communication efficiency and the ability to generate proposals quickly. Additionally, the CRM system lacked support for marketing strategies and required an embedded Power BI dashboard for better data visibility and decision-making.

CCS Solution

CCS provided a comprehensive solution to address the client’s challenges by implementing advanced technologies and data integration techniques:

CRM Integration

Seamless integration with Outlook and LinkedIn mirrored the previous system’s functionality, enabling efficient communication and follow-up.

Task and Call Tracking

Enhanced capabilities for tracking tasks and phone calls, including comments, improved management, and organization.

Proposal Automation

An SSRS proposal writer was introduced to generate proposals directly from CRM data, reducing manual data entry.

Power BI Reports

Integrated with Dynamics 365 Sales, syncing tables and data for real-time insights and analysis.

Business Benefits

Enhanced Customer Engagement

Improved customer follow-up and interactions through Dynamics 365 Sales’ integration with Outlook led to a 20% increase in customer satisfaction.

Efficient Task Tracking

Better tracking of tasks and activities across organizations and individuals improved productivity and coordination by 25%.

Streamlined Proposal Generation

Automated processes reduced errors and manual data entry, leading to a 30% reduction in time taken to generate proposals.

Real-Time Data Insights

Integrated Power BI reports with Dynamics 365 Sales provided real-time insights, aiding data-driven decision-making and improving sales performance by 15%.

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