STÉPHANE PLAZA IMMOBILIER

The expertise of Stéphane Plaza Immobilier is unique! It is built around Stéphane Plaza’s real estate experience and the values that motivate the network: care for clients, understanding their life situations, and a desire to help them succeed.

Challenges

The main goals were to:

  • Manage the entire process of recruiting a new franchisee within a single unified tool
  • Handle everything from the initial qualification stage through to agency opening
  • Create prospects from multiple sources (website, trade shows, phone, etc.)
  • Automatically adapt the process to the target type (real estate agent, employee, business founder)
  • Manage informational meetings, including on tablets
  • Oversee territory management with historical agency data per sector

Réalisations

To meet these objectives, MASAO carried out:

  • Analysis, design, and development of a custom module tailored to the business needs of Stéphane Plaza Immobilier on a Dynamics 365 foundation
  • Definition of a target architecture (Dynamics 365, Outlook, SharePoint, Power BI, Extranet)
  • Delivery on time and adherence to commitments (delivered in iterative batches upon client request)

Results

Functional benefits included:

  • Multi-prospect opportunity management
  • Territory-based agency management
  • Management of historical data for each territory