Commercial Real Estate Agents Leverage RingDNA to Save Time and Improve Efficiency

The customer in this case study is a Los Angeles-based commercial real estate brokerage that specializes in net lease and multifamily investments. As a national advisory firm, they aim to provide a first-class commercial real estate experience through collaboration, transparency, and innovation. They were looking for a solution to improve their call tracking and data-driven decision-making capabilities. The company had recently started using Salesforce to aggregate their sales data and were in search of a solution that could easily log calls to the platform and provide detailed metrics for their agents.

The case study revolves around a Los Angeles-based commercial real estate brokerage specializing in net lease and multifamily investments. The company was grappling with the challenge of finding a sales dialing solution for their real estate agents. They were previously using a classic telephony system with desk lines and had recently started aggregating their sales data in Salesforce. However, they wanted a way to easily log calls to the platform. They realized that agents were only logging 10-20% of calls manually. The company aimed to start making data-driven decisions for their agents, which required metrics and call tracking that their desk lines simply didn’t offer. They needed answers to key questions such as the number of calls agents were making, the average number of calls before reaching a person, the duration of calls, the quality of conversations, and the performance of individual agents.

The commercial real estate company decided to implement RingDNA due to its native integration with Salesforce, which automatically logs all calls and tasks. They also added Local Presence, which helps agents to make more connected calls by providing local area codes to call with. Another crucial factor that led them to choose Revenue.io was the ability to customize the information that is displayed inside RingDNA. They were now able to give their agents contextual information on what properties people owned, their location, and what sorts of properties they were. This feature was highly attractive to them. The implementation of the communications hub was quick and easy, and when the entire team had to transition to remote work due to COVID-19, it only took a day. Agents could place calls from their cell phones using call forwarding, which wouldn’t have been possible with their previous telephony system.

• After implementing RingDNA, the commercial real estate company saw a significant improvement in their operations. Call tracking within Salesforce improved by close to 90% as they no longer had to rely on agents to log calls manually. This allowed them to start tracking all the metrics they had been wondering about, helping them to make coaching, hiring, and pipeline decisions by utilizing the data. Their agents were able to save on average 18 hours a month by automating the small tasks that would ordinarily take their attention away from calls. The ease of use of RingDNA significantly cut down on onboarding times for new hires. The company was also able to transition to remote work seamlessly during the COVID-19 pandemic, with agents able to place calls from their cell phones using call forwarding.

• 90% improvement in call tracking within Salesforce
• 18 hours saved per agent per month by automating tasks
• Significant reduction in agent onboarding times