Engagement

Salesforce stewardship for a real estate investor

Daily lead entry, classification and cleanup in Salesforce for a US real estate investment company.

Client: US real estate investment company
Industry: Real estate

Salesforce leads kept current by source, type and status

The situation

Leads arrived from many channels, and the sales team needed a CRM it could rely on without second guessing.

Our work

Maintained lead records every day
Introduced custom fields for real estate transactions
Tagged leads by source and classified buyers, sellers and investors
Resolved duplicates and flagged urgent opportunities

The result

A dependable CRM the client's team works from with confidence.

Next engagement

Retail catalog data, consolidated and validated

Begin a conversation

Tell us what needs to run better.

A short call is usually enough to know whether we are the right partner. You receive a written recommendation and a starting price, with no obligation.

Call (267) 571-5128Philadelphia, PA