Success story: Crédit Foncier Immobilier chooses Eudonet CRM

In this case study, Romain Mucelli, Enterprise Market Director at Eudonet CRM, explains why Crédit Foncier Immobilier chose Eudonet. A positive opinion on this real estate software if ever there was one!

Crédit Foncier Immobilier chose Eudonet CRM to roll out a major project unifying all the business processes of the " Expertise " and " Commercialisation " divisions. From now on, experts and marketers within the group will share their customer knowledge and know-how with a single, innovative and tailor-made CRM tool.

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The challenges facing Crédit Foncier Immobilier

Since the mid-2010s, Crédit Foncier Immobilier (Groupe Banque Populaire - Caisse d'Épargne), has been the leading expert and 4th reference in real estate advisory services. With 282 employees across France, the group focuses on " Expertise " and " Marketing " in the highly competitive residential and commercial property sectors.

To consolidate its position in this market, Crédit Foncier Immobilier has defined a strategy based on optimizing additional sales with a cross-functional, inter-departmental approach.

The Eudonet CRM solution meets this ambition, thanks to a 360-degree view of business activities and processes.

It covers the following issues in particular:

• Putting the customer at the heart of the system
• Access to in-depth customer knowledge
• Streamlining and unifying tools for all employees
• Enabling a collaborative and innovative approach to the Group's various businesses
• Optimize sales over the long term

As part of this strategy, Crédit Foncier Immobilier rapidly launched its digital transformation by deploying the following tools:

• Customer relationship management
• Real estate repository management
• Mandate tracking
• Offer/demand matching engine
• Use of cartography
• Offer editions and reports
• Interface with partner websites and extranets
• Publication of offers on multiple distribution platforms

Crédit Foncier Immobilier implemented the Eudonet CRM Real Estate solution with the aim of achieving a perfect balance between compliance with business rules and optimization of the user experience.

The "Agile" methodology used enabled the project to be broken down into successive phases, to ensure successive victories and better visibility of immediate gains.

Reasons for choosing Eudonet Real Estate CRM

Following presentations, workshops and meetings, Crédit Foncier immobilier employees were won over by the following capabilities of Eudonet CRM immobilier:

• Easy: To enable users to concentrate on data exploitation and high value-added tasks, the solution facilitates data collection, updating and processing.

• Fast: In addition to its appreciable speed of execution, the solution offers a platform for customization and development, enabling costs and implementation times to be kept to a minimum.

• Respect for confidentiality rules: Eudonet CRM immobilier is a guarantee of respect for data confidentiality rules.

• Ergonomic: essential for successful change management, the solution follows web standards in terms of ergonomics. It's easy to learn and intuitive to use.

• Mobile: accessible via a simple web browser, the solution can be used on the move and on any screen. Users are up and running, and able to react quickly.

• Connected: equipped with universal connectors, the solution interfaces with all components of the software and hardware environment. It opens up new horizons: multicasting, lead generation, extranet and partner portals...

• Scalable: an application often runs the risk of becoming obsolete. Eudonet Real Estate CRM guarantees the integration of new functionalities and processes, to encourage the sharing of uses. Its scalability is both iterative and continuous. For this reason, functional administration is extremely flexible.

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Results achieved with Eudonet real estate CRM

Identify and capture

Increased knowledge of customers and prospects.

This large-scale project at Crédit Foncier Immobilier marks the beginning of the rapid identification of different types of customer.

Following the deployment of the Eudonet CRM real estate software, the main customer segments were identified in order to build an adapted customer relations strategy.

By tracking prospects from A to Z, the Group's employees were able to improve the relevance of their future growth opportunities.

Mapping and matching

For a realistic and useful vision of the real estate repository.

In the truest sense of the word, the mapping module available in Eudonet CRM Immobilier provides Crédit Foncier Immobilier with a perfect view of the geographical location of its properties, and real added value in terms of estimating their potential, value, time-to-market and target quality.

The Eudonet CRM Immobilier solution's business functions also enable Crédit Foncier Immobilier's teams to draw up a precise X-ray of each customer's expectations, and to assess their needs and expectations. cise of each customer's expectations, and then respond by matching products and services in each area of activity, thanks to a collaborative approach to customer relations.

Under these conditions, cross-selling can help create new opportunities.

Staying connected

For tomorrow's real estate 3.0.

With Eudonet CRM immobilier, every Crédit Foncier Immobilier employee has access to up-to-date information, anytime and anywhere, to stay connected with customers and the market.

Greater mobility, availability and immediacy, thanks to easy access to information, all contribute to improving the customer experience and customer satisfaction.

Above all, performance

For simple, streamlined performance management.

Eudonet CRM Real Estate's flexibility, functionality and adaptability are geared towards performance and growth.

With the help of this tool, Crédit Foncier Immobilier benefits from precise, detailed activity dashboards to effectively steer strategy and share best practices.

In this way, Crédit Foncier Immobilier integrates the various stages of customer and prospect relations, identification and loyalty into a modern, digital CRM approach.

About Crédit Foncier: Crédit Foncier Immobilier offers a complete range of services from consulting to marketing, including appraisal, management and auditing of residential, commercial and tertiary properties. Present in 18 metropolitan areas, it generated sales of 44.4 million euros in 2017. Crédit Foncier Immobilier is part of France's second-largest banking group, with 36 million customers, 8.9 million members and 108,000 employees. This group comprises Banque Populaire and Caisse d'Épargne, where innovation and customer experience, are in the DNA of every employee.