Commercial Real Estate Pipeline Management

A commercial real estate firm and long time Salesforce customer self-implemented their instance and was looking to utilize it more thoroughly. Reporting was difficult since data was stored all on the Account level. They also needed an easy way to send out mass emails to clients based on NYC city blocks.

Lease Management For a Growing Startup

A conference space provider needed a way to track leases and remodeling projects across multiple buildings and rooms. The previous process was managed on a spreadsheet and was difficult to track multiple punch lists and costs while allowing multiple users to make changes to the data.

Contractor Quote to Cash Management

An insulation contractor wanted to streamline their quote process and manage crews in the field. Quotes were tracked in a local system that couldn’t be accessed remotely and did not provide any reports. Estimates change and additional job costs are often uncovered in the field requiring costly back and forth to get new quotes turned around. Tracking job costs was difficult and there were no overall reports on the costs of jobs vs the quote prices.