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About Tony Albanese and Bright Realty                                       Bright	  Realty	  is	  a	  full	  service	  co...
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Case Study - Using Contactually for Real Estate Relationship Management

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Case Study - Using Contactually for Real Estate Relationship Management

  1. 1. About Tony Albanese and Bright Realty Bright  Realty  is  a  full  service  commercial  real  estate   “  I  can  say  without   firm.  They  develop,  lease,  manage,  and  represent   users  of  office,  retail,  and  industrial  space.  They   ques1on  that  we  are   also  handle  investment  property  acquisi=ons  and   more  engaged  with   disposi=ons  for  our  clients.  In  addi=on,  Bright   our  clients  and  they   Realty’s  parent  company  develops  single  family  and   mul=family  proper=es,  and  owns  a  bank  and  an  oil   have  taken  no1ce.” &  gas  company.  They  try  to  cover  all  aspects  of  the   real  estate  ecosystem,  from  minerals  to  homes  to   shopping  centers.At  Bright,  Tony  is  personally  responsible  for  the  commercial  brokerage  division.  He  manages  all  of  there  brokers  and  help  them  be  as  produc=ve  as  they  can  be  for  Bright  Realty’s  clients.For  Tony  and  Bright  Realty,  it’s  cri=cal  that  they  exceed  our  clients  expecta=ons  when  it  comes  to  communica=on.  His  current  and  poten/al  clients  cite  communica/on  as  their  primary  concern  when  selec/ng  a  real  estate  broker.Before Contactually • Before  Contactually,  Tony  and  his  team  was  doing  what  many  professionals  have  resorted  to;   their  calendar.  They  would  use  a  combina=on  of  calendar  appointments  and  task  reminders  in   Outlook. • Each  =me  they  were  speaking  to  a  client,  they  would  have  to  remember  to  set  a  reminder   somewhere  in  their  calendar  or  Outlook.  In  Tony’s  words,  “this  was  a  horrible  system,  to  say  the   least.”How did Contactually help? • For  Tony  and  his  team,  the  ability  to  push  reminders  about  who  to  connect  with  has  been  key.   Manually  sePng  reminders  is  no  longer  a  concern.  This  allows  Tony’s  team  to  focus  on   interac=ng  with  clients  and  closing  more  deals,  instead  of  digging  through  past  communica=ons   trying  to  remember  who  to  talk  to. • Tony’s  team  has  just  started  using  Contactually,  so  while  they  havent  aRributed  a  mul=million   dollar  deal  directly  to  Contactually’s  system,  his  clients  are  star=ng  to  take  no=ce  of  their   increased  level  of  engagement. See more Case Studies at http://contactually.com/stories

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