Industry Experience

Success Story – ReeceNichols Real Estate
Kansas City, KS

ReeceNichols, a Berkshire Hathaway Affiliate, is a leading residential and commercial real estate brokerage company with a network of 34 franchised offices located throughout the Midwest. The fast growing organization also offers extended services in mortgages, title work, home insurance, home warranty, and home rental through affiliate and partner companies.

The Opportunity:

  • Out of the box Salesforce.com Implementation was not industry specific and did not meet needs of accurately tracking listings, closings, and agent performance.
  • Reporting of real estate transactions weren’t always accurate in existing CRM solution
  • Previously constructed design was too difficult for users to adopt

The Solution:

  • Define needs in order to enhance operational and user efficiency
  • Automated document generation and management solutions utilizing custom layouts and Visualforce pages.
  • Customize solution to track lifecycle of property sales from listing to closing with automated task assignment and process handoffs.
  • Construct custom feedback engine to drive detailed customer satisfaction scoring throughout multiple teams at agency.
  • Design custom reports and dashboards to provide both agents and management “snapshot” views of both office and individual performance.

The Results:

  • Streamlined solution with efficient business process automation and approvals
  • User-friendly interface with accurate roll-up data for agent volume and commission tracking
  • Target rich data and analysis that improved regional to neighborhood-specific marketing initiatives

Read more about our industry experience and individual company success stories below:

DirecTV

CR England

Kawasumi

Private Health

ReeceNichols

Lesly Kahn