New CRM for RaiffeisenCasa

RaiffeisenCasa is a start-up under the umbrella of the largest bank branch network in Switzerland. The start-up is therefore in a comparatively comfortable position. Nevertheless, internal processes that have not yet been established make the work of the real estate consultants more difficult. Some activities still proceed analogously, and there are many media breaks. In order to position itself as an attractive employer and strengthen its own market position, RaiffeisenCasa needs optimised internal processes. And strong customer relationship management for digitizing the workplace.

After the previous way of working was based on folders and routing slips, nothing stands in the way of a paperless office thanks to the new CRM. All employees can use Salesforce as a 360° database for both customer relations and real estate. The CRM provides a digital image of the real estate valuation. The system is also used for communication with banks. The work is simplified enormously. RaiffeisenCasa also gains more transparency with regard to its sales pipeline and regional real estate markets.