Case Study - Using Contactually for Real Estate Relationship Management

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About Tony Albanese and Bright Realty Bright Realty is a full service commercial real estate firm. They develop, lease, manage, and represent users of office, retail, and industrial space. They also handle investment property acquisi=ons and disposi=ons for our clients. In addi=on, Bright Realty’s parent company develops single family and mul=family proper=es, and owns a bank and an oil & gas company. They try to cover all aspects of the real estate ecosystem, from minerals to homes to shopping centers. At Bright, Tony is personally responsible for the commercial brokerage division. He manages all of there brokers and help them be as produc=ve as they can be for Bright Realty’s clients. For Tony and Bright Realty, it’s cri=cal that they exceed our clients' expecta=ons when it comes to communica=on. His current and poten/al clients cite communica/on as their primary concern when selec/ng a real estate broker. Before Contactually Before Contactually, Tony and his team was doing what many professionals have resorted to; their calendar. They would use a combina=on of calendar appointments and task reminders in Outlook. Each =me they were speaking to a client, they would have to remember to set a reminder somewhere in their calendar or Outlook. In Tony’s words, “this was a horrible system, to say the least.” How did Contactually help? For Tony and his team, the ability to push reminders about who to connect with has been key. Manually sePng reminders is no longer a concern. This allows Tony’s team to focus on interac=ng with clients and closing more deals, instead of digging through past communica=ons trying to remember who to talk to. Tony’s team has just started using Contactually, so while they haven't aRributed a mul=million dollar deal directly to Contactually’s system, his clients are star=ng to take no=ce of their increased level of engagement. See more Case Studies at http://contactually.com/stories “ I can say without ques1on that we are more engaged with our clients and they have taken no1ce.”

Transcript of Case Study - Using Contactually for Real Estate Relationship Management

Page 1: Case Study - Using Contactually for Real Estate Relationship Management

About Tony Albanese and Bright Realty

Bright  Realty  is  a  full  service  commercial  real  estate  firm.  They  develop,  lease,  manage,  and  represent  users  of  office,  retail,  and  industrial  space.  They  also  handle  investment  property  acquisi=ons  and  disposi=ons  for  our  clients.  In  addi=on,  Bright  Realty’s  parent  company  develops  single  family  and  mul=family  proper=es,  and  owns  a  bank  and  an  oil  &  gas  company.  They  try  to  cover  all  aspects  of  the  real  estate  ecosystem,  from  minerals  to  homes  to  shopping  centers.

At  Bright,  Tony  is  personally  responsible  for  the  commercial  brokerage  division.  He  manages  all  of  there  brokers  and  help  them  be  as  produc=ve  as  they  can  be  for  Bright  Realty’s  clients.

For  Tony  and  Bright  Realty,  it’s  cri=cal  that  they  exceed  our  clients'  expecta=ons  when  it  comes  to  communica=on.  His  current  and  poten/al  clients  cite  communica/on  as  their  primary  concern  when  selec/ng  a  real  estate  broker.

Before Contactually

• Before  Contactually,  Tony  and  his  team  was  doing  what  many  professionals  have  resorted  to;  their  calendar.  They  would  use  a  combina=on  of  calendar  appointments  and  task  reminders  in  Outlook.

• Each  =me  they  were  speaking  to  a  client,  they  would  have  to  remember  to  set  a  reminder  somewhere  in  their  calendar  or  Outlook.  In  Tony’s  words,  “this  was  a  horrible  system,  to  say  the  least.”

How did Contactually help?

• For  Tony  and  his  team,  the  ability  to  push  reminders  about  who  to  connect  with  has  been  key.  Manually  sePng  reminders  is  no  longer  a  concern.  This  allows  Tony’s  team  to  focus  on  interac=ng  with  clients  and  closing  more  deals,  instead  of  digging  through  past  communica=ons  trying  to  remember  who  to  talk  to.

• Tony’s  team  has  just  started  using  Contactually,  so  while  they  haven't  aRributed  a  mul=million  dollar  deal  directly  to  Contactually’s  system,  his  clients  are  star=ng  to  take  no=ce  of  their  increased  level  of  engagement.

See more Case Studies at http://contactually.com/stories

“  I  can  say  without  ques1on  that  we  are  more  engaged  with  our  clients  and  they  have  taken  no1ce.”