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Case Study: Rise Realty

Rise Realty Sugar replaced an industry-specific CRM solution and empowered Rise Realty to streamline their complicated sales cycle.

Quote
Sugar was the best choice to meet our needs with its very user-friendly interface, and the flexibility to change the application to meet our specific needs.

Dan Gronning
Director of Marketing

Problem:

  • Existing CRM system was incapable of adapting to company's specific needs.
  • Difficulty accurately tracking progression of clients through sales cycle.
  • Needed a universal system of documenting communication to prospect.

Solution:

  • Sugar's open source architecture allowed Rise Realty to customize modules meet specific sales process requirements.
  • Easy-to-use interface ensured high user adoption, allowing Rise to properly document and generate relevant communications with potential customers.
  • Customized opportunities module gave Rise a consistent and accurate view of all prospects status through out the sales cycle.
Quick Facts
  • Company Fact:
    A Full-Service realtor serving residential and high-rise real estate customers
  • Headquarters:
    Las Vegas, NV
  • Founded: 2005
  • Key CRM Requirements:
    Sales Management, Forecasting, Lead Processing, and Customization Architecture.
  • Previous CRM Solution:
    CRM Realtor
  • Solution:
    Sugar Professional On-Demand
  • Next Steps:
    Automating lead process between web site and SugarCRM.

About Rise Realty

Rise Realty was founded on the core belief that to deliver the highest standards in today's diverse and changing real estate environment, it was necessary to attract 'best of breed' real estate professionals, management and staff with proven track records, develop skills and special knowledge that can be leveraged for the benefit of the company's diverse client base. To maintain this edge, Rise Realty provides unmatched support and training to each member of its team on an ongoing basis. As a result of this commitment to excellence and his relentless effort to exceed client expectations, Rise Realty has pioneered a new direction in Las Vegas real estate.

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