CASE STUDY REAL ESTATE

Custom Power BI Dashboard Elevates CRM for Real Estate Leader

Overview

A leading real estate consulting firm based in the U.S., offering a wide range of services including building assessments, zoning, energy consulting, commercial valuation, and more. Their clientele spans the construction, engineering, and environmental sectors.

Challenge

The client's existing CRM system lacked several critical capabilities:

Seamless Outlook integration for communication
Automated proposal generation
Support for marketing strategy execution
Embedded dashboards for real-time, data-driven decision-making

These limitations impacted productivity, delayed sales responses, and hindered
customer engagement.

The Solution

CCS enhanced the client’s CRM experience with a tailored mix of integrations, automation, and reporting tools:

CRM Integration with Outlook & LinkedIn

Enabled seamless communication and improved follow-ups

Enhanced Task & Call Tracking

Improved activity management with better visibility and comment logging

Automated Proposal Generation via SSRS

Enabled quick, error-free proposal creation directly from CRM data

Power BI Dashboard Integration

Embedded into Dynamics 365 Sales for real-time sales and performance insights

Business Impact

Benefit

Outcome

Stronger Customer Engagement

20%increase in satisfaction through seamless communication

Improved Productivity

25%boost via enhanced task and activity tracking

Faster Proposal Turnaround

30%reduction in proposal creation time

Smarter Sales Decisions

15%improvement in performance through real-time insights

At a Glance

Platform Used:
Microsoft Dynamics 365 Sales + Power BI

Custom Components:
SSRS Proposal Writer, CRM Extensions

Integration Points:
Outlook, LinkedIn, CRM Tables