GBS is a Peruvian company that provides specialized process and consulting services, and high-level training in…
Five Point Real Estate is a Long Island based commercial real estate firm focused on the sale and management of income producing properties. Their services include Capital Markets & Investment Sales, 1031 Advisory, Property Management and Leasing.
- Needed a CRM platform to track the different projects their sales team were working on. They were looking for a cloud platform that could provide a holistic view of the different owners, tenants, managers, etc., by property.
- They needed an easy interface to upload Excel sheets used by their team on a daily basis, considering CRM platform record creation interfaces were not suitable to them.
- InterConnecta transformed a CRM platform to meet Five Points requirements. The transformation included the creation of a specific module for Properties and multiple other modules associated to the properties, in order to provide historical data by location.
- A web application was created in order to expedite the records creation in the CRM. The application allows users to upload an Excel sheet that created multiple records in different modules in the CRM platform.
- Five Points sales team is currently tracking all the different deals and monitoring sales activities directly from dashboards and real time reporting via the CRM platform.
- They are able to create up to 400 records, between Leads, Contacts, Properties and Property Associations in less than 1 minute.