Sands Investment Group (SIG)

Sands Investment Group (SIG)

The Problem: SIG wanted to level up their marketing efforts beyond simple email blasts, automate repeatable tasks, and respond better to their clients and prospects with more timely and relevant content. They also wanted better integration with Salesforce.com, their chosen CRM solution, and more robust reporting with insight into the lifecycle of their clients.

The Solution: We worked together on developing a solution that would both fit their budget and their requirements. We recommended and implemented a great mid-market solution (ActiveCampaign), taking advantage of existing integration points (most notably, Facebook Custom Audiences), and developing a robust API integration with not only Salesforce.com but also with a SFDC app specific to commercial real estate, REthinkCRE, and with their WordPress-based web site. This allows them to collect prospect data, feed it automatically into ActiveCampaign, and from there sync it instantaneously and seamlessly with Salesforce.com. There are also automated nurture responses that respond immediately to requests for information; those responses are customized based on the property in which the prospect is interested, directing them automatically to the correct lead broker for that property.

Phase Two of the project will be to complete the integration with REthinkCRE so that deals and pipeline status sync seamlessly between Salesforce and the ActiveCampaign.