Case Study: Colliers International drives automation and better data accuracy with Smartsheet

Colliers International saves $90,000 annually with Smartsheet automation and HubSpot integration

Colliers International, a leading diversified real estate services company, faced challenges with outdated and inefficient data management. Using multiple disjointed spreadsheets and an outdated CRM system led to inaccurate, time-consuming processes for updating property listings and client information. This made it difficult to provide timely market data to clients and to manage critical tasks like property listing expiration reminders for brokers.

By implementing Smartsheet, specifically leveraging its automation, DataMesh, and Data Shuttle capabilities alongside an integration with HubSpot, Colliers created a single source of truth for its data. Smartsheet automated workflows for sending listing expiration reminders and synchronized data in real-time between systems, eliminating manual entry. This solution improved data accuracy and operational efficiency, allowing the marketing team to build reports in minutes instead of 30 minutes and enabling more frequent client updates. Colliers anticipates saving $90,000 annually through increased efficiency and cost avoidance.

Colliers International