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Real estate agents
Four branches, one steering dashboard
Listings, viewings and transactions from three systems brought together in a single view per branch and employee.
Situation
Every branch reported in its own spreadsheet. Management only saw how a month had gone two weeks later, and discussions were about the numbers instead of the choices.
Approach
- —Connected CRM, website and telephony into a single data model
- —Dashboard with listings by source, branch and employee
- —Automatic weekly report to branch managers
- —Valuation requests captured directly as an opportunity in the CRM
Result
- Reporting moved from two weeks to real time
- About 12 hours a month less manual reporting work
- Requests followed up within one working day instead of several