Unified CRM for Real Estate & Workplace Management

The Challenge: As the client scaled and absorbed additional business units, they faced significant challenges managing customer and lead data across fragmented platforms (WatchWire, HubSpot). This resulted in data silos, a lack of a unified CRM, limited reporting capabilities, and user access/permissions issues.

The Solution by Applikon: Applikon implemented a unified Salesforce CRM solution that addressed their current pain points and supported future growth:

• Lead Management Setup: Configured lead capture, qualification, and conversion processes, integrating lead sources and ensuring proper assignment rules.
• User Management & Security: Defined Salesforce roles, profiles, and permission sets, setting up access controls for data security.
• Data Migration: Migrated relevant energy and sustainability data from WatchWire and historical lead/contact/activity data from HubSpot into Salesforce, performing data transformation and deduplication.
• CRMA (Tableau CRM) Dashboards: Built dynamic dashboards to visualize lead conversion rates, sales performance, and energy data, enabling real-time decision-making.
• Ongoing Support: Provided post-go-live support for issue resolution and enhancements, including admin support for user onboarding. 

The Impact:

• Centralized CRM System: A single platform (Salesforce) now serves as the unified source of truth for all customer and lead data.
• Improved Lead Tracking: Sales and marketing teams gained visibility into the full lead lifecycle, improving follow-ups and conversions.
• Operational Efficiency: Automated workflows and role-based access reduced manual tasks and improved internal data governance.
• Enhanced Business Intelligence: CRMA dashboards provided leadership with actionable insights across marketing, sales, and sustainability data.
• Successful Migration: Over 98% data migration accuracy from both HubSpot and WatchWire ensured business continuity without data loss.