Problem Statement

Réseau Ma Clinique is a commercial real estate developer specializing in the medical sector. The company develops and manages healthcare complexes across Quebec, facilitating access to quality medical services for the population.

As the company experienced rapid growth, it sought to optimize its CRM to improve the management of leasing for both existing and upcoming complexes. Additionally, the leadership team aimed to enhance investor visibility on company performance.

The existing CRM had been configured to the best of the available knowledge, but several key features remained underutilized. This limited the ability to track commercial activities and slowed down operations.

Project Objectives

The goal of Réseau Ma Clinique was to enhance its CRM to streamline leasing management and automate several processes, including:

• Improving sales and leasing tracking: Gaining better visibility on commercial performance.
• Optimizing access to tenant data: Centralizing and structuring client information.
• Increasing productivity: Automating repetitive tasks and simplifying CRM usage.
• Enhancing reporting: Quickly accessing key indicators and profitability rates for healthcare complexes.
• Refining the sales pipeline: Adapting the leasing process for better opportunity management.

Strategy

We began by analyzing the leasing processes and identifying key areas for improvement. Several optimizations were implemented:

• Sales pipeline restructuring: Refining pipeline stages for more efficient prospect management.
• Customization improvements: Removing unnecessary data and standardizing information for consistency.
• Dashboard optimization: Implementing clear and accessible performance indicators.
• Data automation: Integrating data entries from marketing campaigns and the website to accelerate tracking and minimize errors.