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CASE STUDIES

North Carolina real estate brokers use Pipedrive to source and sell properties
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Summary:

  • Strata is a real estate agency in North Carolina.

  • It has 8 brokers  Pipedrive users

Challenges:

  • Set up a sales process from acquiring a property to marketing 

  • Migrate the base of 30 thousand claimants to Pipedrive with all the investment preference fields 

  • Implement leads list to qualify potential clients and automations for their nutrition 

Solutions:

  • Work sessions with the company CEO to understand and set up the process of attracting and marketing properties

  • Creation of customized fields to measure.

  • Database migration.

  • Creation of custom filters. 

  • Desing of lead qualification workflow

  • Integration of Nurture King (marketing software) with Pipedrive to capture leads 

  • Development of a lead qualification flow in Leadbooster.

  • Reports set up :

    • Acquisition and commercialization of properties​

    • Lead generation and conversion

    • Reports of sales actions by property shared with the owners in real time.

Company: 

Strata SFR

Sector:

Real estate

Countries:

USA

Employees:

13

Users:

10

Tech Stack:

Features:

 Customized implementation.

Integration between marketing tool and Pipedrive Lead Booster

Reports and Dashboards

Training

Pipedrive expert
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