Case Study: Marcus & Millichap achieves streamlined prospecting and clearer pipeline visibility with Buildout CRM

Independent Salesforce consultant explains why he chose Rethink CRM for The Whinery Group at Marcus & Millichap

Marcus & Millichap’s Whinery Group faced a fragmented, Excel-driven deal process full of scattered paper notes and limited ability to relate properties, contacts, and proposals. Independent Salesforce consultant Michael Brondello evaluated several platforms and selected Buildout CRM for its CRE-specific, Salesforce-based capabilities and low-friction user experience.

Buildout CRM was implemented to connect records (contacts, properties, proposals), streamline prospecting and pipeline management, and provide out-of-the-box CRE workflows that avoided months of custom Salesforce development. The result was rapid adoption—three reps became proficient within two weeks—clearer pipeline visibility, robust reporting on calls and listings, and measurable time savings in implementation and ongoing deal management thanks to Buildout CRM.

Marcus & Millichap

Michael Brondello

Independent consultant and certified Salesforce Admin