CoPilot integration for streamlined customer interactions
Overview
The client is a real estate agency based in the UK that specializes in residential and commercial properties. They deal with properties spread across multiple cities and for that they have more than 100 agents working at different locations. They had integrated a CRM system in place to manage all customers and streamline customer interactions.
Challenges
The client was facing many challenges in terms of its administrative tasks. They lacked real-time insights which affected their decision-making process while they wanted to provide personalized interactions by improving customer engagement. Moreover, their CRM solution required some upgrades in terms of having smarter business operations.
Analysis
Our team started by assessing the business and the implemented CRM system. We wanted to be sure that CoPilot aligns with the processes and workflows of the business. We then focused on identifying opportunities for automation and areas where AI capabilities could make the biggest impact, aligning the integration with their business goals and daily workflows.
Solution
- We customized CoPilot to implement it smoothly into the client’s CRM system.
- Implemented automation to take care of regular tasks like appointment scheduling, reminders, follow-ups, etc.
- To offer real-time accurate updates, we enabled data synchronization.
- Carried out performance monitoring to identify improvement areas and make regular updates.
- Implemented predictive analytics to forecast sales trends and identify potential leads.
Key Features
- Seamless CoPilot integration with Dynamics 365 CRM
- Automation of scheduling, reminders, and follow-ups
- Real-time data synchronization for up-to-date insights
- Predictive analytics for sales forecasting and lead identification
- Personalized property recommendations for enhanced user engagement
Tech Stack
- Microsoft Dynamics 365
- Microsoft CoPilot
- Real-time synchronization APIs
- AI-driven predictive analytics models
- Workflow and task automation within Dynamics CRM
End Result
- Several time-consuming administrative tasks got automated with CoPilot, letting agents focus more on property showings and client interactions.
- Predictive analytics helped with higher conversion rates
- Real-time data helped make quick and informed decisions
- Offering personalized property recommendations increased user engagement
