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