📍 Client Overview Our client is a rapidly growing US based real estate investment company specializing in lead generation, property acquisitions, and dispositions. They have thousands of Agents and Brokers, Realtors in their CRM – Their teams manage complex workflows involving agents, buyers, and sellers across multiple locations. They have following processes in built in […]
The Pain Point — Manual Entry of Visiting Cards Why Events Create a Lead Management Nightmare In today’s fast-paced business world, connections are everything. Our client regularly participates in industry events, conferences, and networking meetups — meeting hundreds of prospects in a matter of days. Naturally, they collect just as many business cards. But here’s […]
Introduction Salesforce AppExchange is home to thousands of apps designed to extend the power of your CRM. With so many options, choosing the right ones can be overwhelming. To save you time, we’ve curated five must-have Salesforce AppExchange apps that drive productivity, data insights, and user adoption. 1. Smart Lists AppExchange Link 🔗 Key Features […]
🏡 Skip Tracing in Real Estate What is Skip Tracing? Skip tracing is the process of finding people—often property owners, tenants, or leads—whose contact details are missing, outdated, or difficult to track down. In the real estate world, it’s a game-changer for agents and investors who want to uncover off-market opportunities, connect with absentee landlords, […]
Background A well-established non-profit organization in UK relied on its WordPress website to drive community donations. While the organization had a loyal donor base, their previous automation setup created bottlenecks, inconsistencies, and unnecessary operational costs. The Challenge The customer’s WordPress donation process ran on: A Stripe plugin for payments Zapier for pushing donation data into […]
