Case Study 2: Property Leasing & Sales

Making Property Information Everyone's Property

Successful property leasing requires careful attention to a myriad of details and the ability to retrieve those details on request. At Premium Commercial, youandi tracks contracts around current properties and retrieves historical information. No matter who picks up the phone at Premium Commercial, the answer being sought by the customer is right on screen – no waiting, no taking a message, no being forwarded around the office until that one person with the right bit of paper returns from morning tea break.

The Business Challenge

Premium Commercial was far from being a paperless office and struggling to find a robust system that would group all the information about their properties into a central, accessible database. When Incubator approached the company, they'd already had a failure with a CRM database and were back to one person using Microsoft Access and generating multiple sets of unlinked documents. Incubator offered to customise a unique product that would be so immediate and powerful they'd want it as their company homepage.

Why Premium Commercial Chose youandi

Lisa Pedersen puts it in a nutshell: “Incubator scoped what everyone wanted and what we required. They designed a totally customised database – not something off the shelf - and made it happen. We felt confident that this time we wouldn't be led astray.”

How youandi Benefits a Property Leasing Company

• Tracking customer information. The CRM component of youandi stores and manages all customer information, while Search can retrieve information by date, account or cross-linked associated information.
• Immediate access. youandi allows all Premium staff immediate access to searching current and historical property information in real-time.
• Retaining institutional knowledge. When an employee leaves, they've already unloaded their knowledge into the database so it's not lost; they don't take it with them.
• Task efficiency. youandi has eliminated the need to duplicate information across the office and reduced the risk of vital information being lost on someone's desk.
• Improved online customer services. With further development, Premium Commercial will be able to offer its customers a unique login to view information about their property – from LIMs to titles – and be able to define what they can and can't see.
• Adaptability. youandi is not static, says Lisa. “As we're using it I can see we'll go on finding new ways to use it, like tying it into Outlook so we can create email templates and link our calendars.”
• Great usability. Any CRM system is only as good as the user, says Lisa. Getting people to change the way they operate, to take the time to track conversations with clients so everyone can see what has been discussed is a process of re-education. “With youandi all the guys were already using it on the fly as we were implementing it because they could see the benefits straight away, and so can we.”