HubSpot suite of products implementation for a real estate company
About The Company:
Our client is a global real estate advisory firm with a big team of agents and brokers worldwide. The company is committed to delivering economic, social, and environmental value to clients through innovative technology and data-driven solutions. Recognized as a leader in urban development, the client continuously invests in digital transformation to empower its workforce with cutting-edge tools.
Customer Challenges:
The client faced multiple challenges due to fragmented CRM systems and low user adoption, including:
- Multiple CRM Systems: The company operated with four separate CRM systems, leading to data silos and inefficiencies.
- Low User Adoption: Only 21% of the 900 brokers in North America actively used the existing CRM, diminishing its value.
- Manual Processes: Revenue visualization charts and sales tracking funnel required manual reporting and extensive spreadsheet management.
- Lack of Collaboration: Siloed systems prevented knowledge sharing and best practice adoption across global offices.
- Inconsistent Sales Visibility: Managers lacked real-time insights into broker performance, making revenue tracking difficult.
Solutions:
To address these challenges, We consolidated its CRM infrastructure using the HubSpot CRM Platform. The implementation process of our custom solution included:
Marketing Hub Implementation
- Consolidated all marketing data and campaigns onto HubSpot.
- Provided brokers with a centralized dashboard for campaign performance tracking.
- Automated lead nurturing workflows to streamline prospect engagement.
Sales Hub Implementation
- Enabled brokers to track customer interactions and manage deals within a unified platform.
- Standardized sales processes and funnel for better visibility and accountability.
- Integrated forecasting tools to replace manual revenue tracking.
Service Hub Implementation
- Established a support system for brokers to access training and assistance.
- Implemented a knowledge base to share best practices across teams.
- Provided real-time support via chat and ticketing systems.
Operations Hub Implementation
- Connected the CRM with the finance system for seamless revenue tracking.
- Workflow automation to eliminate redundant manual tasks.
- Enabled real-time data synchronization across departments.
Content Hub Implementation
- Centralized content creation and distribution.
- Improved content access for brokers to use in client interactions.
- Established a repository for case studies and marketing materials.
Results:
After implementing the HubSpot CRM Platform, The client achieved significant improvements:
- Higher User Adoption Rate: CRM adoption among brokers increased from 21% to 80% within four months.
- Unified CRM System: Consolidated four separate CRMs into a single, cohesive platform.
- Enhanced Revenue Tracking: 90% of North American revenue and 55% of global revenue is now tracked in HubSpot.
- Improved Efficiency: Automated processes reduced manual reporting time, allowing brokers to focus on client engagement.
- Stronger Collaboration: Brokers can now share insights, track sales performance, and leverage data for better decision-making.
Key Stats:
- 80% user adoption within first four months
- 55% global revenue tracking
- 90% North American revenue tracked
Technology and Tools Used:
HubSpot Marketing Hub, HubSpot Sales Hub, HubSpot Service Hub, HubSpot Operations Hub, HubSpot Content Hub
Final Words:
By transitioning to the HubSpot CRM Platform, The client transformed its sales, marketing, and operations processes, creating a unified system that supports its brokers and enhances collaboration. CloudCache Consulting has not only streamlined internal workflows but also provided deeper client insights, strengthening relationships and driving revenue growth. This success story highlights the importance of digital transformation in modern real estate operations. Read our other clients' testimonials in Fiverr.
