A key concern of any home builder is efficient warranty management. Our client was processing warranties outside of their CRM tool, which made it difficult to effectively generate reports or track customer claims and follow-up. We helped them integrate warranty management into their Dynamics CRM instance, instantly simplifying and improving their entire warranty process.
Another key concern for home builders is how to provide prospective buyers with the best possible sales experience. Our client’s sales agents revealed that the existing sales experience involved walking the home with the prospective buyer, and manually recording (in writing) the homebuyers specific “wish list” of upgrades and customizations. This process was not only time consuming, it didn’t let the agents offer the client readily available pricing or visual examples of available upgrades or features.
Thanks to recent upgrades, Dynamics CRM can now be used with IPads, tablets, and most smart phones. Censeo Computing utilized these upgrades to provide our client with a Dynamics CRM tool that lets their sales agents easily record, display, and facilitate client customization and upgrade requests, and provide the home buyer with immediate pricing options.