Real Estate Case Study

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Real Estate

Investor Trustee Services

Our client is a real estate leader specializing in sustainable solutions, cutting-edge technologies, and streamlined processes. They are redefining efficiency and innovation in the industry.

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Challenges

Solutions

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The results

Improved Data Import and Organization

By

40%

Improved Management of Unified Calling with

By

50%

Improved Object Creation and Ownership

By

40%

By

By

1

Improved Data Import and Organization

The custom data import process significantly improved data organization by automatically categorizing and mapping fields to their respective objects. This automation reduced manual effort and the risk of human errors, resulting in a 40% improvement in data import and organization.

2

Improved Management of Unified Calling with PhoneBurner

The creation of a custom "Property Contact" junction object streamlined the management of ownership relationships. By enabling the selection of specific Relationship Types and identifying a "Primary Owner," the junction object eliminated the need for unreliable "First Name" lookups, further enhancing efficiency. This improvement in object creation and ownership management contributed to an overall 40% increase in efficiency.

3

Improved Object Creation and Ownership

the integration of PhoneBurner through the "Property Contact" junction object revolutionized unified calling. By allowing seamless calling of all contacts associated with specific properties, PhoneBurner eliminated the time-consuming task of individual contact dialing. This enhancement resulted in a remarkable 50% improvement in the management of unified calling.

4

5

The experience

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Helix Linear is a leader in precision linear motion and power transmission systems. They offer tailored solutions for lead screws and linear actuators, ensuring smooth and efficient operation within your machinery and applications.

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Unified Lead Management

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Enhanced Quote Accuracy & Speed

80%

Eliminated Multi-Currency Discrepancies

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Decrease in time spent filling budgets

30%

Enhanced Operational Efficiency

15%

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Know MoreGet Stats
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Healthcare organization needed a platform to enhance communication, collaboration, and engagement among their members, who were dissatisfied with the limitations of traditional email and websites.

30%

Enhanced User Engagement

20%

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40%

Seamless & Bi-Directional Data Flow

50%

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30%

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Docusign-SF Intergration

NextName, provides a platform for college sports fans, allows for unprecedented interaction and support to their favorite athletes.

70%

Faster Turnaround

45%

Productivity Boost

98%

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60%

Increased Agent Efficiency

70%

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Centralized Documentation

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Accurate & Seamless Bi-Directional Data Flow

50%

Targeted Communication

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