Success story: Crédit Foncier Immobilier chooses Eudonet CRM

In this case study, Romain Mucelli, Corporate 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 be sharing their knowledge of customers and their 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 the 4th benchmark in property advice. With 282 employees throughout France, the group focuses on " Expertise " and " Marketing " in the highly competitive residential and commercial property sectors.

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

The Eudonet CRM solution meets this ambition by providing 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
• Gaining in-depth knowledge of customers
• Streamlining and unifying the tools used by all employees
• Enabling a collaborative and innovative approach across the Group's various businesses
• Optimising sales on a long-term basis

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

• Customer relationship management
• Property repository management
• Mandate monitoring
• The offer/demand matching engine
• Use of mapping
• Editing offers and reports
• Interface with partner websites and extranets
• Publication of bids 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 optimisation of the user experience.

As a result, the Agile methodology used enabled the project to be broken down into successive phases to ensure successive successes and greater visibility of immediate gains.

Reasons for choosing Eudonet CRM immobilier

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

• Easy: To enable users to concentrate on exploiting data and on high value-added tasks, the solution makes it easy to collect, update and process data.

• Fast: In addition to its appreciable speed of execution, the solution offers a customisation and development platform to minimise costs and implementation times.

• Compliance with confidentiality rules: Eudonet CRM immobilier guarantees compliance with 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. So users are up and running quickly.

• Connected: 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, etc.

• Scalable: an application often runs the risk of becoming obsolete. To encourage the sharing of uses, the Eudonet CRM real estate solution guarantees the integration of new functionalities or new processes. Its scalability is both iterative and continuous. This is why functional administration is so flexible.

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Results achieved with Eudonet CRM real estate

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 a tailored customer relations strategy.

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

Mapping and matching

For a realistic and useful vision of the property repository.

In the true 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 properties and real added value in terms of estimating their potential, value, time to market and target quality.

The business functionalities of the Eudonet CRM Immobilier solution also enable Crédit Foncier Immobilier's teams to draw up a precise X-ray of the expectations of each customer, and to assess the quality of the service provided. of each customer's expectations, 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 the real estate 3.0 of tomorrow.

With Eudonet CRM immobilier, every Crédit Foncier Immobilier employee has access to up-to-date information, at any time and in any place, to stay connected with customers and the market.

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

Above all, performance

For simple, streamlined performance management.

The flexibility, functionality and adaptability of the Eudonet CRM Real Estate solution are geared towards performance and growth.

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

In this way, Crédit Foncier Immobilier is integrating 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 full range of services, from advice to marketing, including appraisal, management and auditing of residential, tertiary and commercial properties. Present in 18 metropolitan areas, it generated sales of €44.4 million 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. The group comprises Banque Populaire and Caisse d'Épargne, where innovation and customer experience are in the DNA of every employee.