
Customer InTheSpotlight: Ray White Invest
Improved marketing and sharing of information across the team with Microsoft Dynamics CRM
ABOUT RAY WHITE INVEST
Ray White Invest is the funds management arm of the Ray White group. Its primary function is financing property
developments and providing opportunities for investors that wish to invest in property. Since Ray White Invest
was
founded
in 2001 it has funded 207 developments to the value of $2.6 billion and raised $500 million in
investor funds.
CHALLENGE & SOLUTION
Ray White Invest started in 2001 with a small team. At foundation, all its systems and records were in
Microsoft Word or Excel. As the business grew, the record keeping functionality allowed by these systems
became increasingly inadequate. In early 2007, Mark Halle, Operations Manager for Ray White Invest started
to look for a more sophisticated solution and selected Microsoft Dynamics CRM. Ray White Invest started work
with Professional Advantage in July 2007, with the implementation completed by December of that year.
BENEFITS
A key success metric for Ray White Invest was acceptance by the team. The existing database was only being
used by a couple of team members as it was complex and didn’t truly meet the business requirements.
Ray White Invest wanted all team members to use the new system. “We now have all team members using
Dynamics CRM. As it can be run out of Outlook, which most people have open all the time, it’s very easy to look up
and enter information. The fact that it is a Microsoft product with a familiar look and feel also made it very easy to
train people,” said Halle.
Using Dynamics CRM, Ray White Invest is able to generate a variety of reports by investor and by project and
finds this has greatly helped its ability to effectively conduct investment marketing including direct mail campaigns.
For more information on Microsoft Dynamics CRM click here or to visit Ray White Invest website click here.
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