Case Study: Bruntwood achieves a single view of customers and real-time sales reporting with Sabio Salesforce Sales Cloud implementation

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Preview of the Bruntwood Case Study

A Salesforce Sales Cloud implementation project for Bruntwood

Bruntwood, a property company, faced significant challenges with its outdated and heavily modified CRM system. The system was not user-friendly for its 70+ users and created data inaccuracies due to manual reporting processes. This led to a lack of a single customer view, hindering cross-selling efforts and making it difficult to maximize agent productivity and customer satisfaction. Sabio's partner, makepositive, was engaged to implement a solution using Salesforce Sales Cloud.

The implementation by Sabio's partner provided a complete Salesforce solution that managed Bruntwood's diverse sales processes across multiple property types. The results were transformative: Bruntwood achieved a single customer view, eliminating information silos and greatly enhancing cross-business unit collaboration through tools like Chatter. The company now leverages real-time reporting and dashboards, which has eliminated manual data tasks, increased transparency for managers, and allowed users to focus on value-add activities.


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