Boosting Growth with Data Cloud for Property Management IndustryChurch, biblical assets​

The client is based around San Francisco and is a property broker that buys single-family homes and sells them to consortiums of buyers.

The client facilitates the acquisition and management of second homes through property-specific LLCs, offering a hassle-free ownership experience. Using proprietary technology, they ensure efficient and cost-effective ownership for their customers. They sought a dependable partner to streamline property management processes and enhance the ownership experience for their clients.

challenge

  • Manual Data Entry Customer data entry through Google Sheets was tedious, error-prone, and inefficient due to manual handling.
  • Disjointed Sales Process Navigating multiple screens and applications for data input increased complexity, consumed valuable time, and heightened the risk of errors.
  • Need for Automation An automated system for real-time data entry and synchronization was essential to streamline operations and improve team efficiency.
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solution

  • Centralized Data Management The V2 Data Hub accelerator unified customer data, providing teams with real-time, accurate insights for streamlined management and better decisions.
  • Enhanced Customer Segmentation The V2 Segmentation Pro accelerator automated RFM scoring, enabling precise segmentation and personalized engagement with high-value customers.
  • In-depth Property Analytics Equipped property managers with detailed performance comparisons and key factors driving occupancy and yields, enabling strategic improvements.
  • Real-time Data Entry and Synchronization Implemented real-time data entry capabilities during customer interactions, improving accuracy and efficiency. Ensured synchronized updates across the team to maintain data consistency.
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Outcomes

  • Faster Decision-Making Real-time insights from Data Cloud enabled quicker, data-driven decisions, reducing decision-making time by 30%, saving approximately 15 hours per week for the team
  • Increase in Occupancy Rates Advanced segmentation led to optimized property strategies, resulting in a 25% increase in occupancy.
  • Increased Lead Generation Enhanced customer segmentation through automated RFM scoring resulted in 200+ new qualified leads, driving higher sales potential.
  • Improved Operational Efficiency Streamlined workflows and unified data access improved operational efficiency by 40%.
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