Zapier Case Studies Efficient Lead Management in Real Estate: A Case Study on Best Bellingham Homes

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	Efficient Lead Management in Real Estate: A Case Study on Best Bellingham Homes Zapier

Efficient Lead Management in Real Estate: A Case Study on Best Bellingham Homes

Zapier

Applicable Industries	Buildings Equipment & Machinery
Use Cases	Time Sensitive Networking
Challenge	Real estate agents often find themselves spending a significant amount of time on administrative tasks such as data entry, transferring information between systems, and managing social media posts. This was the case for Sommer Cronck, a realtor and founder of Best Bellingham Homes. A large portion of her time was consumed by managing contacts and leads across different tools. Whenever an email came in from a client, she had to check her customer relationship manager (CRM) to see if the person was already in her contact lists, and then add a note with details from the email. This manual process was time-consuming and reduced her opportunities to engage with clients effectively. Read More
About Customer	Best Bellingham Homes is a real estate company founded by Sommer Cronck, who is part of the RE/MAX family of independent real estate brokers. The company is based in Bellingham, WA, and aims to help residents find homes in the city. As a solopreneur, Sommer plays multiple roles in her business, including marketer, salesperson, developer, and CEO. She is committed to providing her clients with an unforgettable experience during their home buying journey. By leveraging Zapier, Sommer has been able to focus more on growing her business and less on administrative tasks. Read More
Solution	To address this challenge, Sommer turned to Zapier, an app automation tool. She integrated Zapier into her daily processes and built a few automated workflows, or 'Zaps'. One of her key Zaps connected her Office 365 contacts to her real estate CRM, LionDesk. Whenever she entered a new contact into her phone, it was automatically sent to the CRM. Another Zap monitored new emails in Office 365 and compared the sender's email address to Sommer's contacts in LionDesk. If there was a match, Zapier saved a record of the email to that contact's CRM record. This allowed Sommer to maintain a complete record of conversation in one spot: LionDesk. These simple automations helped Sommer manage the back-end of her real estate business more efficiently, freeing up time to focus on client engagement. Read More Log in to view content
Contents

Applicable Industries

Buildings

Equipment & Machinery

Use Cases

Time Sensitive Networking

Challenge

Real estate agents often find themselves spending a significant amount of time on administrative tasks such as data entry, transferring information between systems, and managing social media posts. This was the case for Sommer Cronck, a realtor and founder of Best Bellingham Homes. A large portion of her time was consumed by managing contacts and leads across different tools. Whenever an email came in from a client, she had to check her customer relationship manager (CRM) to see if the person was already in her contact lists, and then add a note with details from the email. This manual process was time-consuming and reduced her opportunities to engage with clients effectively.

About Customer

Best Bellingham Homes is a real estate company founded by Sommer Cronck, who is part of the RE/MAX family of independent real estate brokers. The company is based in Bellingham, WA, and aims to help residents find homes in the city. As a solopreneur, Sommer plays multiple roles in her business, including marketer, salesperson, developer, and CEO. She is committed to providing her clients with an unforgettable experience during their home buying journey. By leveraging Zapier, Sommer has been able to focus more on growing her business and less on administrative tasks.

Solution

To address this challenge, Sommer turned to Zapier, an app automation tool. She integrated Zapier into her daily processes and built a few automated workflows, or 'Zaps'. One of her key Zaps connected her Office 365 contacts to her real estate CRM, LionDesk. Whenever she entered a new contact into her phone, it was automatically sent to the CRM. Another Zap monitored new emails in Office 365 and compared the sender's email address to Sommer's contacts in LionDesk. If there was a match, Zapier saved a record of the email to that contact's CRM record. This allowed Sommer to maintain a complete record of conversation in one spot: LionDesk. These simple automations helped Sommer manage the back-end of her real estate business more efficiently, freeing up time to focus on client engagement.

Impact #1	The use of Zapier's automation tools has significantly improved the operational efficiency of Best Bellingham Homes. Sommer no longer has to manually input data into her CRM or track down email conversations, as these tasks are now automated. This has freed up her time to focus on more important aspects of her business, such as client engagement and business growth. The automation has also improved the accuracy and completeness of her CRM records, as all contact details and email conversations are automatically saved. This has enhanced her ability to monitor her contacts and provide a more personalized service to her clients.

Impact #1

The use of Zapier's automation tools has significantly improved the operational efficiency of Best Bellingham Homes. Sommer no longer has to manually input data into her CRM or track down email conversations, as these tasks are now automated. This has freed up her time to focus on more important aspects of her business, such as client engagement and business growth. The automation has also improved the accuracy and completeness of her CRM records, as all contact details and email conversations are automatically saved. This has enhanced her ability to monitor her contacts and provide a more personalized service to her clients.

Benefit #1	Automating with Zapier reduced the time Sommer spent inputting data into her CRM by 30-40%
Benefit #2	The automation of contact management eliminated the need for manual data entry, saving significant time each day
Benefit #3	The automated tracking of email conversations reduced the time spent searching for past communications

Benefit #1

Automating with Zapier reduced the time Sommer spent inputting data into her CRM by 30-40%

Benefit #2

The automation of contact management eliminated the need for manual data entry, saving significant time each day

Benefit #3

The automated tracking of email conversations reduced the time spent searching for past communications

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Overview

Efficient Lead Management in Real Estate: A Case Study on Best Bellingham Homes

Operational Impact

Quantitative Benefit