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Marketing automation for real estate company

SUMMARY

Based on the Costa Del Sol in southern Spain

Servicing a broad base of international clients from more than 20 countries

An already successful agency that was undergoing a growth phase


CHALLENGE

Realista were looking to dealing with large numbers of clients

Needed a way to manage the growth without adding to their cost-base

Set-up of a ‘no-touch fully automated sales and marketing platform

Various lead sources all need to create Deals in Pipedrive and auto-alert salespeople

Create a fully automated marketing process that carried the prospect through a journey over 90-days


SOLUTION

Implementation of Pipedrive along with Autopilot

Create multiple marketing journeys designed to nurture clients

Often elongated sales cycles required low-effort but high-touch marketing

Create reports and dashboards for both salespeople and management for a full visibility

Import existing data from different lists into Pipedrive and then sync that data with Autopilot

Connect external lead sources to Pipedrive for all campaigns

Provide training on a teams' basis, including live sessions and a video-based training manual


OUTCOME

I worked on Realista’s website developed to deliver an integrated marketing platform taking in CRM, automated marketing

A successful system launched that provided the high-touch campaigns Realista

Better coordination between sales team members meant less stress and fewer prospects falling through the cracks

PHOTO
No photo.
An already successful agency needed better systems to handle their growth phase
SKILLS USED TO PROJECT
Consulting
CRM
Marketing automation
Implementation
SOFTWARE USED TO PROJECT
Pipedrive
Mautic
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