How to Build an Apartment Sales Process Based on CRM?

Introduction

In today’s business environment, effective customer relationship management is a key success factor. Lev Development faced challenges in managing sales and customer service but found a solution through the implementation of CRM.

Company Description

Lev Development is a Ukrainian development company specializing in the creation of modern residential and commercial real estate. The company aims to create harmonious living spaces that include comfortable and functional residential complexes using modern technologies and innovations.

Challenges

An increase in sales volume in 2021 led to difficulties in tracking customer interactions.
Managers could not process all customer requests in a timely manner, leading to customer loss.
Communication was not of high quality, and the manager could not track it due to the lack of tools.

Solution

The client already had a CRM system that they tried to configure themselves, but we started with an audit. The team conducted a business process audit, configured the CRM system according to the company’s needs, and provided training for employees.

Implementation Process

Steps and stages of CRM implementation.
Sales funnels configured according to business processes.
Connected virtual telephony with the ability to save calls from mobile phones.
Configured the Flatris apartment matrix: object registers, renders, and a widget on the website.
Integrated company messengers.
Developed a PowerBI dashboard for the manager and owner.

Results

Managers became 20% more productive due to the implementation of work planning with clients.
The manager received a dashboard for managing the main business indicators.
The time to process customer requests was reduced by 40% due to automation and reminders for managers.