William Lyon Homes’ corporate team struggled with sharing accurate customer data between seven disparate divisions operating with different processes and systems. This disconnectedness resulted in inaccurate customer data, critically affecting the company’s prospecting activities.
The sales team also experienced difficulties with its CRM system, which lacked integration with its Enterprise Resource Planning system, JD Edwards (JDE). Sales leads were tracked entirely on conjecture, using paper processes, then manually entered into two separate systems. This routinely resulted in inconsistent contract creation and execution, as well as the inability to access customer information needed to anticipate customer behavior and improve sales and marketing results.
To remain competitive and foster growth, WLH sought software and an integration partner that could quickly and efficiently implement a state-of-the-art cloud solution.
To define a project implementation as a success starts with choosing the right enterprise software that meets the immediate business requirements with a path for future growth. The second important step is to have the right SI as a partner.”
VP of IT, William Lyon Homes
Solutions & Benefits
AST’s Homebuilder Template and industry expertise, particularly with JDE integration, has enabled William Lyon Homes to consolidate all prospect and home buyer data through the integration of Oracle Sales Cloud (OSC) and JDE. The sales teams are realizing greater process efficiencies and are now only required to enter lead details in OSC to obtain reports with data from both systems.
William Lyon Homes has realized the following benefits with this solution:
- The ability to track the value of leads, conversion ratios, and closure rates.
- Seamless tracking of all sales and marketing activities across the enterprise.
- A holistic view of a prospective home buyer across all systems and divisions.
- The ability to track prospect activity on the company website.
- A single system for IT to support.
Industry: Professional Services
- Oracle Sales Cloud
- Oracle Marketing Cloud
- JD Edwards ERP
Why AST ?
AST’s Homebuilder Template and industry expertise with JDE integration and Oracle
Sales Cloud (OSC) has allowed William Lyon Homes to seamlessly track sales and
marketing activities, creating a more cohesive and collaborative organization,
and providing visible results for the enterprise.