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Summit Realty Group   3 reviews
Real-Estate Leader Uses CRM to Empower Brokers and Enhance Client Services
4-page Case Study posted: 06/25/2010

A leading provider of commercial real-estate services, Summit Realty Group wanted to provide the best possible service levels and simplify broker operations. An older customer relationship management system was cumbersome to use, poorly accepted, and not integrated with the company’s other business tools. It was hard to gauge business performance and not always possible to ensure completion of important tasks. Summit engaged with Microsoft Gold Certified Partner Ascendix Technologies to implement Real Estate Advantage, a solution based on Microsoft Dynamics CRM and optimized for real-estate services. Today, almost all of the company’s brokers use the highly intuitive, efficient solution to focus solely on helping clients. Managers can direct the business based on real-time information, and extensive automation helps ensure that the company acts on all business and service opportunities.

  • Publication Date:
  • 06/25/2010
  • Industries:
  • Other Services
  • Business Need:
  • Business Productivity
  • Customer Relationship Management (CRM)
  • Financial Management
  • Country/Region:
  • United States
  • Software and Services:
  • Microsoft Dynamics CRM 2011
  • IT Issue:
  • Personal Productivity
  • xRM
Granite Properties   1 reviews
Real-Estate Firm Uses CRM Solution to Manage Data for Greater Efficiency and Insight
4-page Case Study posted: 06/25/2010

Granite Properties acquires, develops, leases, and manages prime commercial properties in Atlanta, Dallas, Denver, and Houston. The company needed more effective information management practices to free employees’ time and improve business visibility. After examining several customer relationship management options, Granite Properties chose to implement Real Estate Advantage, which is targeted at the commercial real-estate industry and based on Microsoft Dynamics CRM. Working with Microsoft Gold Certified Partner Ascendix Technologies, Granite Properties rolled out the solution to its investment group and is working on tailored deployments for its leasing and operations groups. Employees enjoy the way the solution works with Microsoft Office Outlook 2007, provides real-time data through Microsoft Office SharePoint Server 2007, and eliminates duplicate data entry and time-consuming tasks.

  • Publication Date:
  • 06/25/2010
  • Industries:
  • Other Services
  • Business Need:
  • Business Productivity
  • Customer Relationship Management (CRM)
  • Financial Management
  • Country/Region:
  • United States
  • Software and Services:
  • Microsoft Dynamics CRM 2011
  • IT Issue:
  • Personal Productivity
  • xRM
Pennsylvania Office of the Attorney General   6 reviews
Government Agency Cuts Development Time by 75 Percent with xRM Platform
4-page Case Study posted: 06/01/2009

The Pennsylvania Office of Attorney General needed to provide software solutions to support a variety of business needs, but development was time consuming and expensive. After experiencing success using Microsoft Dynamics® CRM to develop a mail-tracking application, the agency turned to the xRM platform, upon which Microsoft Dynamics CRM is built, to rapidly create relational line-of-business applications. By doing so, it reduced development timelines by approximately 75 percent. IT staff members can now respond to business needs far more quickly, developing a range of xRM-based solutions—from case-expense tracking to home-improvement contractor registration. The\u0026nbsp;applications have been readily accepted by users because of their familiar interface and intuitive functionality. Most importantly, the agency now has the agility to better serve its users and its constituents. \u0026nbsp;

  • Publication Date:
  • 06/01/2009
  • Industries:
  • State and Regional Government Agencies
  • Business Need:
  • Business Intelligence and Reporting
  • Customer Relationship Management (CRM)
  • Country/Region:
  • United States
  • Software and Services:
  • Microsoft SQL Server 2005
  • Microsoft Office SharePoint Server 2007
  • Microsoft Dynamics CRM
  • Microsoft Office Professional 2007
  • Microsoft Office Excel 2007
  • Microsoft Office Word 2007
  • Microsoft Dynamics CRM 2011
  • Microsoft Technology Center
  • IT Issue:
  • xRM
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