Client story
A Salesforce CRM the sales team trusts
Everyday lead care in Salesforce for a US real estate investment company: entering, tagging, sorting and tidying.
- Client
- US real estate investment company
- Industry
- Real estate
Where they started
New leads arrived from lots of places, and the team needed a CRM tidy enough to rely on every morning.
What we did together
- Entered and updated leads every day
- Added custom fields for property deals
- Tagged each lead by source and as buyer, seller or investor
- Cleared duplicates and flagged urgent leads
How it went
A clean, up to date CRM the team happily works from.
Say hello
Let's make your brand likable.
Tell us a little about your brand and what you would like help with, from social and ads to a brand new website. We will reply like a human, because we are.
Call (267) 571-5128Philadelphia, PA