SugarCRM implementation in Real Estate Company.

                                                                     World Of Homes

                         Profile of Client

Based on New Zealand world of homes is a photography and real estate marketing company. They have a large team of architectural photographers, which assist vendors and their agents to market their properties to the potential clients.

                 Challenges Company Faced

World of homes was using legacy systems to maintain its customers database and to manage all its business operations. Also they are heavily dependent on XERO for all of their accounting needs. By using the manual process like using the spreadsheets had the negative impact on the business performance and wasted the precious time of the employees because they are doing the same boring repetitive tasks like manual data entry. Top Management of world of homes than decide to bring automation in the company so that their business processes can be carried out smoothly.

       Solution Provided By Hitech Provider

    Janet Jaime CEO of World of Homes contact HTP (Hitech Provider) to discuss possible options because as she was interested in deploying CRM software in the company. Lot of brain storm session were held to discuss every possible aspects of their business because before implementation of such a huge software which can change the way you run your business completely you have to know what’s the nature of business and what you clients are demanding. After understanding her demands and also the nature of the business our experts here in HTP offered the customized CRM solution on the top of SugarCRM Community Edition.

SugarCRM was integrated with Xero. This integration syncs contacts and record bidirectionally. In Sugar’s Accounts and Contacts modules all customer’s invoices from Xero can be viewed. So the irritated procedure of keeping the multiple systems updated was completely eliminated.

Calendar module was tweaked to demonstrate all the meetings, tasks, updates and calls related with their customers, Accounts, Leads and opportunities.

Customer reports were built to convey managers and supervisors a unified view of all key data including the set targets and execution appraisal information. Using personalized dashboards, employees could easily view their performance at a glance.

                  Value Business Received

A modified Sugar solution wiped out inefficiencies caused by bottlenecks and unnecessary procedures in legacy systems. SugarCRM and Xero integration streamlined business processes and conveyed point by point experiences into organization’s accounts. Customized Reports empowered management at world of homes to take the decision on the basis of data. Hitech Provider gave those best of breed solution which equipped world of homes with a platform that delivered optimal usability, functionality and performance for its business.