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Implementation of unique real estate platform on Pipedrive

SUMMARY

One of the most successful Real estate investment companies and wholesalers in the USA

Multiple spin-off businesses

More than 25 sales phone lines integrated into Pipedrive

Highly successful high-volume sales team


CHALLENGE

Migrate ZBH from their existing platform to Pipedrive

Integrate a telephony system that allowed for bulk SMS, phone calls, SMS, and other comms to be easily accessible

Provide reporting for both sales teams and management

Integrate multiple platforms and lead sources so the success and/or failure of campaigns can be measured  


SOLUTION

Implement unique real estate platform which makes Pipedrive more useable for real estate teams

Work closely with our telephony partners at JustCall.io to create and implement a custom solution with 25+ phone lines and unique lead sources

Fully utilize all of Pipedrive’s features to create one seamless system integrating email, phone, SMS, marketing, and calendar

Use Pipedrive workflow automation and Zapier to automate processes and eliminate busy work for staff allowing them to focus on the important tasks

Refine and standardize custom field options so that reporting is crisp and accurate

Connect external lead sources to Pipedrive for proper campaign analytics

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


OUTCOME

Within 3-years, since I first implemented our Pipedrive solution for ZBH, they have gone from a small business to one of the US’s most successful REI companies

Sales volumes increased due to increased productivity and efficiency

Marketing expenses per lead and per conversion has decreased due to better target campaigns based on the analysis of reporting

PHOTO
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One of the US's most successful REI and Wholesalers, ZBH are the benchmark when it comes to Real Estate Investment companies
SKILLS USED TO PROJECT
Consulting
CRM
Marketing automation
Analytics
SOFTWARE USED TO PROJECT
Pipedrive
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