Sur Konjengbam

Project: Implementing Buildout CRM for Real Estate Contact Management Challenge: The client, a real estate agency, lacked a centralized system to manage their growing database of buyers and homeowners, leading to disorganized communication, data inconsistencies, and missed opportunities. My Role: As the project manager, I led the implementation of Buildout CRM, encompassing the following: Project Scoping & Planning: Defined project goals, timelines, resource allocation, and budget in collaboration with client stakeholders. Data Migration & Cleansing: Developed a comprehensive data migration strategy to transfer existing contact information from spreadsheets and emails to Buildout, ensuring data accuracy and integrity. System Customization: Customized Buildout with specific fields, workflows, and segmentation criteria to cater to the unique needs of buyers and homeowners (e.g., property interests, communication preferences, sales funnel stages). Team Collaboration & Training: Facilitated communication and collaboration between internal teams and stakeholders throughout the implementation process. Conducted comprehensive training sessions for the team on using Buildout effectively. Progress Monitoring & Risk Management: Monitored project progress, identified and mitigated potential risks, and implemented corrective actions to ensure smooth execution. Results: Streamlined Contact Management: Buildout replaced scattered spreadsheets and email threads with a centralized system, promoting efficiency and organization. Improved Data Quality: Consistent data formats and duplicate elimination enhanced data accuracy and reliability for targeted outreach and segmentation. Enhanced Buyer/Homeowner Engagement: Custom workflows automated personalized communication, keeping contacts informed and engaged, leading to higher conversion rates. Increased Team Productivity: The organized system and user-friendly interface empowered the client's team to manage contacts more effectively, saving time and effort.