Hanna Commercial, the Pittsburgh’s leading commercial real estate firm, decided to consolidate its multiple CRM systems to unify processes, improve efficiency and save money. Keep reading to learn their CRM story and what helped them successfully implement a shared database across multiple offices in multiple markets.
David Noble is Vice President of Market Research at Hanna Langholz Wilson Ellis.
David’s CRM and tools:
David: Hanna Commercial is the commercial division of Howard Hanna and was formed through the acquisition and merger of numerous existing independent commercial offices throughout the region.
We currently operate full-service offices in Cleveland, Pittsburgh, Buffalo, Rochester, Syracuse, Albany, and Lehigh Valley, with support for additional commercial agents in other markets.
Ascendix: Why did you decide to replace your existing CRM software and what challenges did you face?
David: When searching for a replacement to our existing CRM system, our situation presented several challenges, the most significant of which was the fact that our individual offices were all using different systems.
Different systems meant different processes and different workflows for the users. It also meant that the data migration process would be multiplied by the number of systems that we used.
We decided to consolidate our various CRM systems into a cohesive environment in order to improve efficiency, save money, and create a culture of continuity among all commercial offices.
Sharing information across market lines, providing background to contacts within our existing network, all lead to an improved ability to effectively service our accounts.
It was for these reasons that we chose to work with Ascendix.