CRM for Apartment Locating Company
Please find under a summary covering project details and feedback. The innate facts are kept as they are, private information is amended.
Introductory information
A fast induction on the buyer’s organisation
I’m the establisher and CEO of Smart City Locating, where we find nation apartments. We’re based in Austin, Dallas, and Houston.
Desired goal
What challenge were you trying to address with KDG | The Kyle David Group?
We were initially looking to better our inner CRM method. We were working with a method named Zoho, but we establish ourselves experiencing a lot of lead ruin. Our real lands agents were forgetting to pursue up with us, so we needed a platform that would incentivize their engagement.
Provided solution
What particular tasks were KDG responsible for?
While we were initially interested in adding manner features to our existing Zoho software, the team eventually built a manner CRM for us. This solution was very much the result of aim creep owing behind talking to their team for a while, we realized we needed an entirely new method to address our structural needs.
Kyle (CEO, Kyle David Group) and Zach (Software Developer, Kyle David Group) helped write manner scripts for Zoho. Eventually, we flew them down to interrogate with us almost our method and determined to form a full-blown manner CRM. They were an plain choice since we’d established a big working relationship.
They formd an action-incentivized method where no lead could exist in the CRM without a pursue-up date. That way, we could fix that our real lands agents would update their progress in the software. This new method facilitates the apartment-finding process owing it enables agents to keep track of their client connections.
Was there a dedicated team?
I mainly worked with Kyle and Zach, who worked to constructor the new software. I know that they managed a larger team on the implementation and outgrowth of it.
How did you come to work with KDG | The Kyle David Group?
We initially contacted KDG owing they were certified in Zoho outgrowth. We determined to stick with them even behind the aim switch owing we had a big rapport.
What are you approach expents (if diclosed)?
We spent close to a million dollars.
What is the terminal result of working with KDG?
We began working with them in October 2017 and launched the method in November 2018.
Results achieved
What evidence can you share that demonstrates the contact of the engagement?
Through our new software, we increased our revenue-by-head by an huge edge: 38%. They’ve formd a phenomenal fruit that eases the administrative process for us and our agents. They were big through-and-through.
How did Kyle David Group accomplish from a project treatment standpoint?
Due to our specific business process, we hired an in-house fruit director to superintend the project treatment. That way, the agents and the developing team could have a go-between. So, we only utilized their project treatment for the leading 5–6 months of the engagement, but it was very smooth. We interacted via weekly video calls.
What is (from your point of view) the key factor to pay observation while intercourse with KDG?
They’re excellent at constructoring a big fruit. I veritably like the way that they’ve built the method, and the engagement itself was very educational. I conversant things I wouldn’t have known if it weren’t for them.
Now, they’re even working with us to transition into having an in-house developer. They’re so helpful, and genuinely good guys.
What aspects of their work would you like to get betterd?
I’d say that design isn’t their strongest suit. While they’re capable of edifice a strong, sophisticated fruit, they could better their visual design experiences.
Since we’re a young and trendy organisation—and since big UX/UI seems to be an activity measure—we brought in a UI guy to design the frontend. While our software was for inner use and not mannerer-facing, I ponder they could boon from hiring a big designer.
Do you have any advice for possible mannerers?
I’d go into the engagement with a program. It helps to wireframe your desired requirements so you can bargain what you want.