Real Estate Marketing Firm Uses Microsoft Dynamics CRM 3.0 to Increase Client Base

One of Project Hosts‘s CRM customers spoke about the value of Microsoft Dynamics CRM 3.0 to their business in a recently released case study. They had this to say:

Implementing an Effective CRM Solution

Staying on top of sales leads had previously been a major challenge for Beachfront Baja ( and their president, Robert Donnell. The company, which provides marketing and sales services for Baja real estate developers, has a five person sales force that they plan to grow to ten in the near future.

“We tried multiple CRM systems in the past but always found at least one critical factor that wouldn’t work correctly or was very awkward to use,” says Robert Donnell, Beachfront Baja president. Their experience since implementing Microsoft Dynamics CRM 3.0 in November 2006 has been refreshing.

“We have not run into anything that we wanted Microsoft Dynamics CRM 3.0 to do that it could not accomplish. The salespeople have started using it and have figured out how best to leverage its capabilities, even those who have been resistant to these types of CRM systems in the past,” says Donnell.

Microsoft Dynamics CRM System Spurs Business Development

One unexpected benefit of the hosted Microsoft CRM system has been a surge in successful business development efforts. Beachfront Baja has gotten more clients – Baja real estate developers – due to their CRM implementation.

“The Microsoft CRM system has been a great marketing tool for us. When we show it to developers, they can see how leads will flow through the system and they gain confidence in our sales operations,” says Donnell. Coupled with the ease of implementing Microsoft CRM as a Software as a Service (SaaS) system, the system has generated immediate value with minimal implementation challenges.

The Benefits of Hosted CRM

“Once we decided on Microsoft CRM, the choice between onsite and a SaaS deployment was easy for us. We did not have the internal IT resources to deploy our own CRM server. Selecting Project Hosts as our hosting partner allowed us to roll out our system within a few days. The low monthly cost and month-to-month contracts make the system very affordable and provide us with considerable flexibility,” says Donnell.

After receiving the Beachfront Baja order, Project Hosts delivered a fully functional, live Microsoft CRM environment within five business days. Project Hosts manages system maintenance and backup through its Tier 1 data center and provides 24×7 system monitoring and support to assure high availability and performance.


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