AI process modernization for a real estate construction company

In a world where speed and accuracy of information are essential, real estate construction companies face significant challenges in managing customer data and tracking projects. Visua, with its expertise in digital solutions, has explored solutions for a major real estate construction company, aimed at modernizing and optimizing their processes.

The company in question, which specializes in the development of 60 to 70 plots of land for single-family homes, was experiencing difficulties in managing the options offered by buyers. Personal information and plot choices were collected in a disparate way, via email, SMS or fax, and entered manually into an Excel spreadsheet by the sales manager's assistant. This time-consuming and error-prone process was in urgent need of modernization.

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The TeamIA solution under study

TeamIA has proposed several digital solutions to meet these challenges:

• Buyer Information Form: An easy-to-use online form for buyers to complete via a link sent by SMS, email or instant messaging. This form simplifies the collection of information and the placing of options on plots of land.
• Automatic database integration: Information collected via the form is directly integrated into a centralized database, eliminating the need for manual input and reducing errors.
• Views by Transformation Status: Kanban-style tables provide a clear overview of the status of files, whether in progress, validated or lost, even on several simultaneous projects.
• Automated reminders: Reminders are programmed and sent automatically to buyers who have not confirmed their option, optimizing prospect follow-up.
• Targeted sales actions: files awaiting option are isolated to enable targeted and effective sales actions.
• Dashboard for management: A visual, instantaneous cockpit provides managers with a real-time overview of progress by subdivision.

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The introduction of this database has also enabled us to follow up on prospects who had initially expressed an interest, but had not come to any conclusion. In addition, satisfaction forms were introduced to assess and continually improve the quality of customer relations.

ROI and Financial Impact

The implementation of these digital solutions has generated considerable time savings, saving the assistant around an hour a day, or almost 3 days a month. This has enabled the employee to focus on more rewarding and productive tasks, improving overall efficiency and reducing errors.

Deepening the Solution

Visua's solution does more than just simplify administrative processes. It also encompasses a strategic vision for managing customer data and real estate projects. By centralizing data, the company benefits from greater visibility of its operations, facilitating strategic decision-making and resource management.

The database enables precise segmentation of prospects according to their interests and level of engagement, enabling targeted, personalized marketing actions. This approach not only improves the effectiveness of marketing campaigns, but also strengthens the customer relationship by offering a more tailored, personalized experience.

Impact on customer relations

Improving customer relations is another major benefit of the Visua solution. With the introduction of satisfaction forms and personalized follow-up, customers feel better understood and valued. This focus on customer satisfaction contributes to a better corporate reputation and increased customer loyalty.

Towards More Effective Project Management

In addition, the Visua solution facilitates project management by providing a clear view of the progress of subdivisions and the various stages of construction. This makes it easier to plan work, optimize the use of resources and reduce delivery times, which is essential in the real estate construction sector.

This case study illustrates how TeamIA, through innovative digital solutions, can transform the processes of a real estate construction company. By modernizing data collection and processing, we have not only optimized time and resources, but also improved customer satisfaction and project management. It's an eloquent demonstration of how TeamIA is committed to bringing significant added value to its customers, enhancing their operational efficiency in an increasingly digitized environment.