This document discusses a construction and real estate conglomerate that was facing challenges with monitoring marketing and sales across its 6 subsidiary companies due to a lack of centralized data and reporting. PreludeSys implemented Microsoft Dynamics CRM to consolidate data, automate marketing campaigns, enable information sharing and reporting, and integrate digital communication channels. The solution allowed for centralized access to leads and contacts, automated marketing activities, and provided default and custom reports for improved oversight of marketing performance.

1. Industry - Construction & Real estate conglomerate
 The Customer Monitoring and controlling the marketing
The Customer is a construction, real estate, and sales effort was an herculean task
hospitality and infrastructure conglomerate, with for the top management as there is no
a strong lineage focusing on quality, innovation, consolidated view of activities across the
cost-effectiveness, eco-consciousness, group companies
customer’s delight and adding value to  The Solution
stakeholders’ interests. They have 6 subsidiary PreludeSys’ team of Functional consultants
group companies. The company has been able took stock of the current status by carrying
to deliver performances that rank high on quality out an enablement study. After the study, the
through its technology skills, domain expertise, team suggested the customer to go in for MS
process focus and a commitment to long-term Dynamics CRM which can provide solution
client relationships. The company is also enlisted for the problems faced by the customer. After
in the CQRA-CIDC rating for its quality-intensive customer’s due diligence, he agreed to go
projects. ahead with MS Dynamics CRM. PreludeSys’
teams carried out the implementation over a
 The Problem
period of 3 months and made it live for the
The Customer had 6 group companies in specific customer. The solution was able to solve the
markets such as Construction, Real estate, problems faced by the customer.
Hotels & Resorts, Retail Holdings, Ventures &
Projects. Each of the companies had their own With the centralized solution, the sales
marketing and sales team which had their own teams in each of the 6 companies were
source of data. able to access the same set of data
To manage leads/prospects data and their which enabled them to share their leads
corresponding marketing information / contacts
the sales staff used Microsoft Outlook & Marketing Campaigns and generation of
Microsoft Excel extensively. Since the data marketing lists for the campaigns was
was stored in individual desktops, information automated which in turn cut down the
sharing across the group companies was a time to execute a campaign
nightmare
MS Dynamics CRM provides default
Preparation and execution of various reports which helps in monitoring the
marketing campaigns took longer time effectiveness of various marketing campaigns
Ascertaining effectiveness of various By SMS Blast and Social Media (Facebook,
marketing campaign was difficult Twitter) integration, the customer was able
Integrating digital media communication to establish multi channel communication
(SMS blast and Social Media) with traditional and leverage the marketing list across the
approach was laborious and challenging various channels
When the Customer executives needed to Dashboard Add-on integration with
create custom reports, they often lacked the drill down functionality enabled the top
skills required to build the queries or extract management to get a quick view of the
status with an ability to deep dive on a
information from the system
case to case basis
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