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Microsoft CRM Industry Solutions ::
Microsoft CRM for Property Services
Aspective’s Client Management for Property Services empowers firms to expand their client base, enhance the ‘client experience’, increase the loyalty of high value clients and in turn maximise profitability.
The solution provides a comprehensive and powerful database of client activity to support the efforts of Business Development, Marketing, Client Services, Customer Service and Consultancy staff alike. As this centralised knowledge base develops, common client characteristics emerge and automated service gap analysis reveals which clients are likely to respond to which services – enabling firms to increase productivity, profitability and effectively target marketing spend.
Aspective’s understanding of the challenges facing Property Services firms is born out of considerable experience delivering CRM within that sector. Investing in a client management system can be one of the most important decisions a property services firm can make; for more information and further details of how Aspective can help you make an ‘informed’ decision:
Client Management for Property Services addresses the five key components of a successful client management solution:
- Accessibility and ease of use
Time lost adjusting to traditional CRM systems translates as lost billable hours and revenue, Aspective’s Client Management for Property Services is designed to streamline business processes and achieve higher levels of profitability without changing the way or the environment in which users work:
- Full CRM functionality available via Outlook (Online or offline), Office, or Internet Explorer – all extensively used, familiar and intuitive applications
- Mobile access to all client data via Blackberry, PDA, Windows SmartPhone etc.
- Provision of proactive alerts and notifications
- Effective Marketing, Business Development, Client Management and Support functionality
- Central repository of data providing 360 degree view of all clients and their interactions with your firm
- Searchable “Experts Directory” facilitating the identification of company knowledge assets according to their skill set, experience and expertise
- Scheduling and Project Management providing the ability to allocate the correct knowledge asset to a project and then manage billable and non-billable time against that project
- Service Gap Analysis immediately highlighting the potential for cross sell and up sell opportunities
- Referral tracking to help drive new business from high value clients
- Granular Relationship Analysis providing a graphical view of client and prospect networks and degrees of influence
- Structured Bid capabilities facilitating the tracking and management of OJEU and non-OJEU bids to a successful contract award
- Comprehensive Campaign and Events Management providing granular database segmentation, planning and execution tools, and closed loop performance monitoring
- Powerful workflow to facilitate automation and the mapping of existing and future business processes
- Flexibility enabling business requirements to drive business process improvement and automation initiatives
- Non rigid solution that can facilitate the streamlining or augmentation of current processes rather than dictating that new ones be adopted
- User friendly interface allowing the Business to make changes and enhancements to workflow without having to involve technical resource
- Scalable and granular workflow that can help reduce operating costs through the reduction of labour-intensive tasks, resource supervision and resource intervention
- Extensive and easily retrieved management information
- Management Information via built-in and fully customisable SQL Reports
- Advanced Query with dynamic export of data into Office i.e. Excel, Pivot tables etc.
- Robust business scorecarding capabilities providing deep contextual insight into business drivers and KPIs
- Secure and rapid deployment, Extendibility potential and Demonstrable ROI
- Full protection of sensitive client data through role, user and field level security
- Designed to be implemented in a matter of weeks as opposed to months
- Financial flexibility though the option of in-house or hosted deployments
- Customisation functionality at application layer reducing requirement for development and expensive resource
- ASP.NET web application powered by XML Web Services providing extensive cost effective integration possibilities with existing and new business systems i.e. SharePoint for full portal and document management functionality
Further information
