Jamestown Properties Selects Customer Effective Inc. as CRM Provider
Microsoft Dynamics CRM Platform to Manage Complex Deal Pipeline
GREENVILLE, S.C.--Customer Effective Inc., a Microsoft Gold Certified Partner and value-added reseller of Microsoft Dynamics CRM, announced that Jamestown, the leading initiator of closed-end U.S. real estate funds in Germany, has selected the company to provide CRM software implementation and customization services. Jamestown will use Microsoft Dynamics CRM technology for contact management, but has also configured it as an integral tool in managing its acquisitions pipeline of over 1,000 potential real estate development deals that are reviewed each year.
Beginning in 2007, Jamestown’s Atlanta office reassessed its technology infrastructure for contact and document management systems and evaluated a CRM solution integrated with Microsoft Outlook and Sharepoint. Simultaneously, the company’s business model was shifting from “core” funds involving a few commercial buildings per fund to “opportunity” funds with more than 30 or 40 development projects per fund – greatly increasing the deal complexity and amplifying the need for effective business processes.
“With no effective contact management system and thousands of property-related documents stored in a complex shared-folder structure, we knew the IT strategy had to stay ahead of the changing business model,” said Chuck Niswonger, IT director, Jamestown. “Customer Effective demonstrated that Microsoft Dynamics CRM, integrated with Outlook and Sharepoint, could be easily configured to offer a smoother, more intuitive user interface. Even more critical than contact management was our ability to provide a fully functional pipeline management tool that would allow our Acquisition, Asset Management and Accounting departments to work more closely together. Customer Effective paid particular attention to our unique business processes and the need to manage complex deals on a single pipeline.”
The end-user adoption of the pipeline management tool within CRM at Jamestown has been very successful with over 30 users frequently accessing detailed deal information through Microsoft Outlook’s interface. Internal users know the system as “Jamestown Business Intelligence (JBI)” and commented on how the technology has impacted their work.
“The acquisitions pipeline report is a critical business tool we use for managing deal flow and interacting with various audiences within our organization,” commented Clay Adams, Jamestown’s Chief Investment Officer. “Within the JBI system, we now have the ability to use our acquisitions deal data in new ways which should allow us to eliminate redundancy of data input in new report creation. It’s an exciting opportunity to create efficiencies in how we manage data and to create new ways of using our data to make business decisions.”
Matt Bronfman, one of three managing directors (and project sponsor) stated, “I was impressed with how quickly our IT team mobilized resources to solve one of our annoying business issues – that of not having a shared contact management system. Not only did the project team [supported by Customer Effective] implement CRM on schedule and within budget, the capability far exceeds that of a mere global contact database. Microsoft CRM, integrated with Sharepoint and SQL 2005, will form the foundation of our business intelligence system. Our vision to leverage JBI for intuitive data visualization will provide Jamestown with the innovative tools necessary for competitive differentiation.”
About Customer Effective
Customer Effective, with headquarters in Greenville, S.C., is a leading innovator in customer interaction solutions based on Microsoft Dynamics Customer Relationship Management (CRM). The company is a Microsoft Gold Certified Partner, Independent Software Vendor (ISV) and Solution Implementer having been engaged in more than 200 Microsoft CRM implementation and development projects. With its Capital Effective™ CRM Suite, the company provides front office solutions for financial services professionals in commercial banking, private equity, investment banks, hedge funds and wealth management. For more information, visit www.CustomerEffective.com.
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