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.

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