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Monday.com implementation for a Real Estate Company

About The Company:

Our client is a leading global real estate firm in the United Kingdom. They specialize in residential, commercial, and rural real estate and offer a wide range of property advisory services.

Customer Challenges:

Despite its international success, the company faced challenges in modernizing internal processes, particularly in its UK marketing division. Their marketing teams were operating in silos, with no central coordination. The teams worked independently on various real estate sectors, leading to fragmented efforts, inconsistent messaging, and inefficiencies in resource allocation. The lack of collaboration affected the company’s ability to present a unified brand image and underutilized the talent within the marketing department.

Key challenges included:

  • Inconsistent brand messaging across divisions.
  • Fragmented processes and lack of coordination.
  • Inefficient use of marketing resources, with many low-value tasks like creating business cards or internal documents dominating the workflow.
  • Underutilization of the team’s creative potential.

Solutions:

To resolve these issues, they contacted us to unite the marketing teams under a cohesive process. After evaluating several options,  We chose the monday.com implementation for the client due to its flexibility, ease of use, and ability to integrate with existing tools.

With monday.com, we implemented the following solutions:

  • Centralized collaboration: All marketing requests were funneled into one platform, making tracking and managing projects easier.
  • Automation for low-value tasks: The system automated basic requests like business cards, allowing the design team to focus on high-impact work.
  • Custom workflows: we created several custom and automated workflows that allowed different teams to maintain their unique working styles while  collaborating effectively across divisions.

Results:

The introduction of monday.com brought about significant improvements in the efficiency and effectiveness of the client’s marketing department. The results included:

  • Cost savings: By bringing more creative projects in-house, the client saved over £150,00 that would have been spent on outsourcing.
  • Extended reach: The marketing department expanded its services to all divisions, enhancing the scope of work they could manage.Increased focus on high-value projects: Automating routine tasks allowed the team to concentrate on external campaigns and client work, driving more revenue for the company.
  • Better resource management: The transparency of monday.com enabled the team to track projects, measure ROI, and balance resources effectively, ensuring that marketing efforts aligned with company priorities.
  • Improved collaboration: Other departments, like Public Relations, adopted monday.com to manage content and improve communication with the marketing team.

Technology and Tools Used:

Monday.com, workflows

Final Words:

Implementation monday.com allowed clients to modernize and streamline their marketing processes, leading to significant cost savings and an enhanced ability to focus on high-value projects. The platform’s flexibility and ease of use made it a perfect fit for the company; with CloudCache Consulting’s help the client achieved its goal of maximizing ROI from marketing spend. The tool's success within the marketing department also inspired other teams to adopt monday.com, further enhancing collaboration and efficiency.

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