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Case Study · Real Estate Customer Experience & Digital Transformation

Propriedades SAAS. Aprimorando a Experiência do Cliente (CX) no Lançamento de Vendas Imobiliárias

Preenchendo Lacunas Organizacionais para Elevar a CX em Propriedades SAAS

CX ImplementationRoadmapCustomer Experience
Client
SAAS Properties
Industry
Real Estate Customer Experience & Digital Transformation
Date
2024-11-05
Timeline

01The Impact

The results, up front.

CX Initiatives
2
Implemented to transform customer experience and bridge organizational gaps.
Gaps Addressed
2
Established a CRM department and revamped the sales launch strategy for the UAE.
Sales Launch Phases
3
Designed to create impactful market entry and drive engagement in the UAE.

By establishing a CRM department, SAAS gained the ability to monitor CX progress closely and align organizational efforts with customer needs. The implementation of CX KPIs improved decision-making and enhanced customer satisfaction, creating a customer-centric culture across the company. The Sales Launch Strategy resulted in a successful, high-impact market entry in Dubai. The phased approach generated leads, enhanced customer engagement, and positioned SAAS as a premium brand in the Dubai market. Key performance indicators (KPIs) such as media coverage, lead generation, and conversion rates exceeded expectations.

02 — The Challenge

Where they started.

CRM Department : Establishing a designated department to centralize and enhance customer relationship management efforts. Sales Launch Strategy : Reinvigorating SAAS' sales approach in Dubai to reflect its premium positioning and differentiate it from competitors.

03What We Did

The work.

01

CRM Department

Centralizing CX efforts was essential for personalized customer interactions and data-driven decision-making. We identified that without a dedicated CRM, SAAS risked losing customer satisfaction and operational efficiency.

02

Sales Launch Strategy

SAAS’ current sales approach, designed for Abu Dhabi’s market, lacked the dynamism needed for Dubai’s competitive landscape. It was crucial to tailor a strategy that maintained SAAS’ premium identity while making a significant impact in Dubai.

03

CRM Department and Governance Model

We outlined the significance of establishing a CRM department with a dedicated governance model to ensure sustained focus on CX. This department would be responsible for overseeing CX initiatives and KPIs. We defined the RACI (Responsible, Accountable, Consulted, Informed) matrix and timeline for both CRM department establishment and CX KPI development. The department’s goals included developing clear roles and implementing relevant CX KPIs to measure customer satisfaction effectively.

04

Investigate

Research existing CRM models.

05

Initiate

Design the CRM department framework.

06

Execute

Implement the department and assign roles.

07

Scale

Expand operations as the department grows.

08

Embed

Fully integrate CRM into SAAS’ operations.

04 — Approach & Methodology

How we got there.

CX Consultant

05In Practice

Project samples.

SAAS Properties project sample 1
SAAS Properties project sample 2
SAAS Properties project sample 3
SAAS Properties project sample 4
SAAS Properties project sample 5
SAAS Properties project sample 6

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