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Case KEYSTONE EQUITIES
KEYSTONE EQUITIES is a real estate owner and operator focused on the acquisition and redevelopment of commercial, residential, and industrial properties across select U.S. markets.
YEAR
2023
PROJECT DURATION
4-5 weeks
TECHNICAL SUPPORT
–
SPECIALISTS INVOLVED
1 person
Рік
2023
Тривалість проєкту
4-5 діб
Технічна підтримка
немає
фахівців було залучено
1 людина
Challenges
Challenges
Solutions
Project Details
The primary tool for implementing this task is Make.The implementation process looks as follows:
STEP 1. AUDIT
Check in Pipedrive CRM for the creation or update of a deal.
STEP 2. TO BE DETERMINED
Determine which of the three pipelines this deal belongs to.
STEP 3. WE RECEIVE INFORMATION
Obtain necessary information from the Person section - last name, first name, email.
STEP 4. AGREEMENT STAGE
Check which stage this deal belongs to. Subsequently, the corresponding email is automatically sent.
STEP 5. ACTIVITY BY AGREEMENT
After sending the email, the deal moves to the first stage, and the system adds an Activity to this deal with an action deadline in 30 days.
Project Details
The primary tool for implementing this task is Make.The implementation process looks as follows:
STEP 1. AUDIT
Check in Pipedrive CRM for the creation or update of a deal.
STEP 2. TO BE DETERMINED
Determine which of the three pipelines this deal belongs to.
STEP 3. WE RECEIVE INFORMATION
Obtain necessary information from the Person section - last name, first name, email.
STEP 4. AGREEMENT STAGE
Check which stage this deal belongs to. Subsequently, the corresponding email is automatically sent.
STEP 5. ACTIVITY BY AGREEMENT
After sending the email, the deal moves to the first stage, and the system adds an Activity to this deal with an action deadline in 30 days.
Results
Enhanced efficiency in client communication: Automatic email sending with appropriate templates facilitates quick and cohesive communication with clients at various deal stages.
Reduced time and effort: Automated processes simplify routine tasks and enable employees to focus on more critical aspects of client interactions.
Optimized workflow: The system automatically generates activities and updates the deal status, contributing to effective management and planning of future actions.
Improved team collaboration: Reducing the complexity of managing multiple streams enhances better coordination and collaboration among different teams.
Results
Enhanced efficiency in client communication: Automatic email sending with appropriate templates facilitates quick and cohesive communication with clients at various deal stages.
Reduced time and effort: Automated processes simplify routine tasks and enable employees to focus on more critical aspects of client interactions.
Optimized workflow: The system automatically generates activities and updates the deal status, contributing to effective management and planning of future actions.
Improved team collaboration: Reducing the complexity of managing multiple streams enhances better coordination and collaboration among different teams.
Julia Andrusiak
Account Director
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