Technology Category
- Analytics & Modeling - Process Analytics
- Analytics & Modeling - Robotic Process Automation (RPA)
Applicable Functions
- Procurement
- Sales & Marketing
Use Cases
- Inventory Management
- Process Control & Optimization
About The Customer
SOHO Realty, Inc is a full-service boutique real estate brokerage based in the United States. The agency operates in the Houston and Atlanta markets, helping its clients, who are mostly first-time buyers, achieve their real estate goals. The agency is committed to improving the home buying process and making it less complicated for its clients. It uses a customer-first approach, focusing on efficient collaboration between its agents and customers, and ensuring that all sales process steps and procedures are properly executed.
The Challenge
SOHO Realty, a full-service boutique real estate brokerage, was facing challenges in managing its sales and marketing processes. The agency was already using dotloop, a transaction management tool, for managing electronic signatures and other documentation needs. However, it was not a complete solution. The agency needed a more comprehensive system to automate the delivery of documents, track the status of tasks in the home buying and selling process, and manage incoming leads from both buyers and sellers. The existing system was not efficient enough to ensure proper and fast follow-ups. Moreover, the agency wanted to make the home buying process less complicated and easier for its clients, who were mostly first-time buyers.
The Solution
To address these challenges, SOHO Realty partnered with Optimum, a modern software and digital solutions consulting firm. Optimum developed a customized CRM for SOHO Realty using Nintex for Office 365. The solution was designed around the way SOHO operates and included one advanced and fully customized Nintex Forms and three Nintex Workflows. The solution starts with the agency’s online inquiries webform. Once completed and submitted, the information is added to SOHO Realty’s CRM which triggers a Nintex Workflow that notifies a SOHO Realty sales rep to follow up with the lead. The sales rep collects more information, entering it into the Nintex Form. If the lead is qualified, the customer is assigned to an agent, who is notified via the Nintex Workflow. As the sales journey progresses, the agent continues to use the Nintex Form to collect more information and, if applicable, kicks off a workflow to add the buying or selling and other legal documents to dotloop.
Operational Impact
Quantitative Benefit
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