Summit Realty Group wanted to provide the best possible service levels and simplify broker operations. An older customer relationship management system was cumbersome to use, poorly accepted, and not integrated with the company’s other business tools. Summit wanted to integrate with Microsoft Outlook, have flexibility with other property databases and eliminate the previous systems limitations.
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- How to implement efficient solutions to focus solely on helping clients
- How they were able to offer faster, more detailed customer service
- How to foster communication among team members