CRM Optimization for Property Rentals


COMPANY NAME
Réseau MAClinique
INDUSTRY
Property management and development
SOLUTIONS
Challenge
Lack of tools to manage their growth
The rapidly growing company wanted to optimize the use of a simple system in order to improve the management of its current and future property rentals. In addition, management wanted to increase the visibility of performance for investors.
Their team faced:
- Difficulties managing all the inquiries from leads
- Lack of visibility on their rental pipeline and KPI
- Manual management of the leasing pipeline via Excel
- No integration between lead sources and data bases
Solution
We began by analyzing the rental processes and the team’s specific needs in detail. Several optimizations were implemented:
- Sales pipeline review: restructuring the stages for more effective prospect management.
- Pipedrive CRM implementation for the Rental Team.
- Dashboard optimization: implementing clear and accessible performance indicators for the property portfolio.
- Data automation: integrating data entries from advertising campaigns and the website in CRM to accelerate tracking and minimize errors.
- Train team on the brand new CRM
- Automate data entries from different web sources
- Reconfiguration of the CRM showing Unit availability
- Remove redundant data entries across tools.
Thanks to Liboiron, we simplified our processes and saved valuable time. Their expertise transformed the way we work
- Anissa Hébert, Marketing Director
Results
Réseau MAClinique unlocked smoother rental operations and better visibility for their rental team across their property portfolio.
- Better visibility on their KPI across their portfolio
- Smoother pipeline management
- Reduction of time to answer new inquiries
Conclusion
By implementing a powerful but easy to use CRM like Pipedrive, Réseau Ma Clinique is now in a better position to fully lease their property and they’re now positioned to grow with confidence.
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