Success Stories

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Simplion enables sales and marketing automation for a real estate firm.

The Background

The client, a real estate research and advisory firm, was spending too much time managing new leads, campaigns and opportunities on spreadsheets. They wanted a streamlined solution that would allow them to more efficiently manage the sales process so that their sales team could spend its time working with clients rather than managing the back office.

The Challenge

To automate the client's sales processes while ensuring that the new system was easy-to-use and adopted throughout the client organization.

The Simplion Solution

Simplion recommended an end-toend implementation to achieve sales force automation, marketing automation and powerful analytics.

The Result

Simplion worked hand-in-hand with the client to understand their existing business processes. Once everything was thoroughly understood, the Simplion team made recommendations defined a course of action and customized to meet the client's needs. Lead, account, contact and opportunity data was cleaned, transformed and imported to from Excel spreadsheets. Dashboards and reports were created to help the client measure KPIs and overall success. Training for administrators and endusers helped ensure high adoption throughout the organization. Better yet, the entire implementation was delivered in a short span of just 10 days. The solution:

  • Increased efficiency: improved Lead and Opportunity management
  • Improved productivity: freed staff from administrative burden
  • Better customer service: enabled client to improve client interaction quality
  • Greater visibility: real-time reports and dashboards