Customer: CARISMA EMLAK Date: 2017

Services: Digitalization of Marketing Processes

Website: www.carismaemlak.com

 

Status Assessment

  • Slow preparation of marketing documents due to manual processes
  • Conflicts in marketing documents and current portfolio of real estate
  • Data duplication across CRM and other channels
  • Slow preparation of portfolio bulletin due to manual processes
  • Issues with corporate email infrastructure
  • Problems arising from manual sending of marketing emails.

Improvements

  • Integration of marketing documents with CRM system
  • Integration of portfolio bulletin with CRM system
  • Integration of portfolio bulletin with CRM system
  • Integration of corporate email infrastructure with CRM
  • Automatic sending of introductory SMS and emails to customers registered in the CRM system
  • Detection and cleaning of duplicate data

Favorite Features

  • Integration of email infrastructure
  • with CRM system Templates
  • for marketing documents
  • Template for portfolio bulletin Automated sending of SMS and emails based
  • on workflows “Find and Merge Duplicates” feature

About the Company

Carisma Emlak has been providing services since 1997 with a professional team of experts in their fields, multiplying the perception of quality. Our company, which adopts the same service approach, especially in Ataköy projects and sections; continues its studies based on creating a quality and secure process.

Its mission is to maintain its sector leadership with a customer satisfaction-oriented, privileged, and innovative service approach in the Ataköy region, particularly by digitalizing sales and marketing processes.

About the Project

Carisma Emlak, which tracks sales and operational processes through Zoho CRM, keeps its customers and real estates on the CRM system.

Carisma Emlak stands out in marketing among its competitors and has a portfolio bulletin used for regular marketing documents and industry information for each of its customers. At this point, the preparation of these marketing documents using information in the CRM system was a manual process carried out by the team. This process could lead to some data errors and was also quite slow.

With the ability to use the information in the CRM system, promotional cards, feature cards, and bulletins, which are referred to as 3 separate marketing documents, were created in digital format. Thus, the preparation of these documents with up-to-date information from the CRM system became faster and more practical.

The corporate email infrastructure was being used on a non-cloud system that did not meet today’s needs. The corporate email infrastructure was moved to Zoho Mail thus transitioning to a cloud-based email system with one of the most advanced technologies today. At the same time, the integrated email infrastructure with CRM ensured that customer information and emails were visible on the same screen.

Carisma Emlak wanted to automate SMS and email campaigns in addition to automating the creation of marketing documents. At this point, welcome SMS and emails containing welcome jingles and videos were sent to the individuals registered in the CRM system based on their workflow.

Duplicate records were detected and unified within the CRM system. Outdated records were updated by the team.

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