Case Study: Berkshire Hathaway HomeServices boosts team adoption and business consistency with BoldTrail

Keep your Team On Top of It All with Tech, Training, and Transparency

The Blanchard Team at Berkshire Hathaway HomeServices, led by Jennifer Blanchard, needed a robust system to ensure data accuracy and consistent tracking of client interactions across their real estate business. With a background in IT, Jennifer understood the value of such a tool but had tried many systems before seeking a definitive solution from vendor BoldTrail.

BoldTrail provided a comprehensive CRM solution that became central to the team's operations. The platform's dashboard, automation features, and seamless integration into their workspace allowed for improved oversight and efficiency. By mandating its use and incorporating regular training, the team achieved full adoption. BoldTrail enabled the team to automate communications, gain valuable insights, and ultimately drive their success, with Jennifer crediting the tool for helping them stay consistent and see results.

Berkshire Hathaway HomeServices

Jennifer Blanchard

Lead of The Blanchard Team