Client Overview: A real estate agency specializing in residential and commercial properties.
Challenge: The client faced difficulty in managing and tracking leads, resulting in missed follow-ups and lost sales opportunities.
Solution:
- Audited the existing CRM setup and identified gaps in lead management.
- Customized the CRM to automate lead capture, assignment, and follow-up reminders.
- Trained the sales team on best practices for using the CRM to ensure consistent data entry and follow-up.
- Implemented dashboards and reports to track lead status and sales performance.
Results:
- Improved lead tracking and follow-up consistency, reducing missed opportunities.
- Increased conversion rates by 20% due to timely and effective follow-ups.
- Enhanced visibility into sales performance and pipeline management.
- Boosted sales team efficiency and accountability.