Intero Real Estate Services
Building best-in-class solutions for achieving unique and transformative business goals
Intero Real Estate Services is one of the Top 500 brokerages in the U.S. As you'd expect from a firm with its roots in the Silicon Valley, Intero is innovative and forward thinking. Rapid growth saw the firm recognized as an INC 500 Company, and the company takes pride in providing unrivalled, industry-specific services to their growing network of agents.
The Challenge
Effective CRM is crucial to Intero's continued success. However, an unsuccessful Salesforce integration through another partner meant they were not only failing to maximize the benefits Salesforce offers, they were also losing money and experiencing serious inefficiencies. Staff had to perform key tasks using different systems and fragmented processes that were often manual—and invariably time-consuming and tricky to manage.
Intero needed a reliable partner to:
- breath new life into their under-utilized Salesforce integration
- optimize Salesforce for their particular business needs
- upgrade their suite of agent-focused services.
The Solution
Groundswell built a set of integrated, custom-developed platforms which not only addressed Intero's various requirements but also helped bring to life their vision of providing cutting-edge business tools to achieve trusted accountability and management across the entire organization.
Performance management and coaching
- Customized tool to allow agents to easily create a business plan and measure KPIs
- Custom reports and dashboards for tracking and comparing individual agent performance
- Analytics interface for better managing sales pipelines and more accurately forecasting sales
Lead generation and management
- New, custom-built Intero website powered by Salesforce and the Heroku platform
- Dynamic, real-time data pull, including property listings, agent information and other metrics
- Integrated, custom-built tool to enable agents to deploy their own personal Intero website, leveraging their contact and listings data
- Lead capture from their website
Streamline customer relationship management
- Dialer feature for agents to make outbound calls that are automatically logged as CRM activities
- Capture interested buyers as leads in the CRM and assign to the respective agents
- Online payment gateway integration into the CRM to facilitate agents' subscription payments and allow Intero to easily track subscription status
- Custom-built tool which enables agents to deploy their own personal Intero-branded website to display their Biography, Contact Information and Memberships
- Ability to link different types of properties to each Agent Page along with key property details
- Shortcut icons for frequently used functionalities
- Summary of monthly listings
- Top Listings Sold per Agent
- Top Deals Closed Ranked by Value
- Summary of Tasks
- Calendar of Meetings and other Appointments
- Pending Approval requirements
- Business Plan Tool allows agents to create their own plans and set KPI's and targets
- Ease of tracking various types of Activities on a Daily and Weekly basis
- Brand new, custom-built Intero website powered by the Salesforce and Heroku platforms
- Integration with Salesforce resulting in dynamic data updates such as property listings, agent information and other metrics to be displayed on the Intero website
- Integration of web forms to Salesforce CRM for automated Lead capture
- Capture interested buyers as leads in the CRM and automatically assign to the respective agents managing the property
The Outcome
With our help, Intero maximized their Salesforce investment by unlocking powerful features and capabilities they weren't previously aware of. This not only transformed the efficiency of their day-to-day business operations, but also added huge value to their suite of offerings to their agents. A number of their agents continue to be recognized as the industry's top performers year after year.
Intero now has an integrated, centralized system that can perform an array of key tasks.
- Automatically track sales activities to increase the visibility and accountability of agents
- Easily monitor agents'Â activities/performance to enable more accurate sales forecasting
- Provide agents with a tool to create business plans and track their progress throughout the year
- Enable agents to easily set up their own personal Intero-branded websites to generate more leads and sales
- Update website property listings more efficiently
- Facilitate online subscription payments and manage agent subscription information
- Capture leads and allow agents to easily respond to interested buyers
- Help attract and recruit the best brokers to Intero's prestigious network
Intero continues to excel in its field by elevating the services they provide and fully equipping their agents to succeed in the market.
Broker Owner, Intero Real Estate Services of Southern California
Groundswell is extremely innovative, very timely with all their deliverables. If you want to customize your Salesforce platform to its fullest capacity, this is the only choice for you.