Over the last 25 years, PH Property have established an enviable reputation for creating the highest quality homes in the very best locations, for the most discerning clients – from family homes and country estates, to some of the world’s most spectacular villas in Mallorca’s glamorous Port Andratx.
With such high standards, the business was keen to implement a solution to help manage the full sales cycle of a new home, from initial enquiry and property viewings, right through to completion, moving in, and beyond. There was also a desire to manage the actual construction process from start to finish – from managing potential new locations suitable for new developments, through to post-sale after-care support for new homeowners.
Strategy 365 were initially engaged to implement Dynamics 365 Sales to manage and track new sales leads and opportunities, but the implementation has developed in phases to include plot and site management, Rightmove integration, bespoke mobile apps, complex reporting, and a self-service customer portal.
The initial phase of the project was to implement Microsoft Dynamics 365 Sales to ensure that new sales leads could be captured and their progress followed through to a potential property sale. From there, the next logical step was to also use Dynamics 365 to track the progress of property construction.
Every aspect of a new plot’s progress is now tracked –
Several integrations were also introduced:
For post-sales after-care, Dynamics 365 Customer Service case management, as well as a self-service customer portal, were also implemented. Working with the design team at PH Property, a branded portal was deployed to allow new homeowners to access documentation for their property and report any teething issues that needed to be addressed.
As the construction of a luxury home is very detailed and the process to build such a property can be lengthy, it was also important to be able to track the progress in an accurate and efficient manner. To achieve this, a number of Power Apps canvas apps were developed to allow on-site managers to easily enter plot progress details as they worked.
With the growing accumulation of data across all aspects of the business, it was also vital to have an accurate reporting function. With the development of a number of detailed Power BI reports and dashboards, management now have an overview of sales and construction and, where required, can drill in to the tiniest detail should a potential issue be identified.
By consolidating all their business data and processes into Dynamics 365, PH Property now have a single source for all their day-to-day company information. This has brought many benefits:
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