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Case Study Detail | Case Study

Case Study

Our client, a Real Estate company deals with Buying and Selling of properties. It needed a CRM solution to organize buyers, sellers, agents, housing information and an Invoicing module in order to work in an integrated manner with the other modules. Ideadunes team customized the SugarCRM application as per the client’s specific requirements.

The Requirement

The company needed a customized, user-friendly, highly flexible CRM solution that could be used across teams in order to organize sales, Improve efficiency and build better customer relationship management. The client also needed the Invoices to be generated and linked to the modules.

Challenges

First, Ideadunes team had to identify the appropriate CRM solution – one with a flexible platform that could be customized according to the clients dynamic requirements that could grow as the company’s business continued to expand. To meet the challenges, our specialists proposed an open source CRM solution that could be customized with specific modules according to our client’s requirements. The Ideadunes developers implemented the Sugar CRM open source solution. They developed new modules; customized other specific modules for Buyers, Sellers, Agents, Area Rates, Loan providers, Emails and Reporting; and integrated the solution with the other applications our client was already using such as Mailchimp, Wordpress form on the website. The Sugar CRM solution helped our client improve presales activities, better Invoicing across modules. Sugar CRM PHP Apache

Solution

The Sugar CRM implementation enabled our client to better organize sales activities globally and manage customer relationships in a more efficient and transparent way across teams. The implementation also allows the client to efficiently manage the Invoices. With the Sugar CRM implementation, our client benefited from a very dynamic, flexible solution: Licensing and implementation costs were a fraction of their IT budget, with ROI projected at 12 months; The solution reduced marketing and sales report development time ; The solution efficiently manages the Invoices which reduces the man hours used to manage the Invoices from various modules and saves time and efforts. The automation process of the complete cycle of buying and selling manages the resources efficiently and maintains a sound relationship with the customers.

  • Client Name :
  • Vertical : RealEstate
  • Year : 09 Mar, 2016
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