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    SBB Immobilien

    Implementation of a Modern CRM Solution for Real Estate Management

    CRM Solution for Real Estate Management

    Client

    SBB Immobilien

    Industry

    Bau & Immobilien

    Duration

    4-6 Monate

    Team

    2-3 Personen

    Challenge

    The management of prospective tenants and properties was previously handled through various systems and data sources. Information was scattered, processes were only partially traceable, and creating reports required significant manual effort.

    A solution was needed that centrally consolidates prospect and tenant information, makes processes transparent, and enables consistent support from the initial inquiry through to the ongoing tenancy.

    Solution

    Theia Solutions implemented Microsoft Dynamics 365 Sales, establishing a central CRM platform. All interactions, from acquisition through support to service, were consistently mapped. The new data foundation enables uniform processes and a comprehensive view of prospects and tenants.

    The solution offers: • Central management of all prospective tenants and properties • Consistent process mapping from acquisition to service • Comprehensive view of all customer interactions • Well-founded reporting and analytics • Transparent and traceable processes

    Results

    1

    Significantly more efficient workflows and greater transparency

    2

    Inquiries can be processed faster

    3

    Management benefits from well-founded decision-making bases

    4

    Consolidated data available at all times

    5

    Improved service quality for tenants and prospects

    Technologies

    Microsoft Dynamics 365 SalesDynamics 365 SalesMicrosoft DataverseMicrosoft DataverseMicrosoft Power PlatformPower PlatformMicrosoft AzureAzure

    Tags

    Dynamics 365CRMImmobilienÖffentlicher Sektor

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