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Overview:

JBMRA—Sperry Van Ness Institutional (JBMRA) specializes in the marketing of high-end real estate properties in the Unites States. Agents and brokers accessed the firm's Office Outlook public folders and records kept in Office Excel spreadsheets. JBMRA needed to migrate to an effective long-term CRM solution, and chose Microsoft Dynamics® CRM Live. Microsoft Dynamics CRM Live eliminated the risk of losing decentralized customer data. The firm's information is protected on Microsoft hosted servers that utilize reliable data backup processes and technologies. The application allows mobile users to access and input data on the move, something that brokers could not do previously. Moreover, brokers can immediately log notes about a client walkthrough, which another broker can later access to tailor the presentation of a property to their prospect.

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Format:PDF
Date:Aug 2009

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