Case Study: Lennard achieves streamlined deal tracking and real-time visibility with Flywheel Strategic

Lennard eliminates licensing fees and avoids new hires with Flywheel Strategic

Flywheel Strategic worked with Lennard, a quickly growing commercial real estate company. The client was struggling with an inflexible off-the-shelf database system for tracking deal information, which was insufficient for their needs and soon to lose support. Their challenge was to find a better way to record and track information to gain streamlining and visibility for their business.

Flywheel Strategic designed and built a custom Salesforce solution that amalgamated broker, production, and deal information into a single online location. This eliminated a laborious, time-consuming process, allowing data to be accessed and reports to be generated at the click of a button. The results included eliminating a ongoing licensing fee and creating such significant efficiency that Lennard avoided the need for new hires despite a growing portfolio of transactions.

Lennard