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Case Study - Using Contactually for Real Estate Relationship Management
1. About Tony Albanese and Bright Realty
Bright
Realty
is
a
full
service
commercial
real
estate
“
I
can
say
without
firm.
They
develop,
lease,
manage,
and
represent
users
of
office,
retail,
and
industrial
space.
They
ques1on
that
we
are
also
handle
investment
property
acquisi=ons
and
more
engaged
with
disposi=ons
for
our
clients.
In
addi=on,
Bright
our
clients
and
they
Realty’s
parent
company
develops
single
family
and
mul=family
proper=es,
and
owns
a
bank
and
an
oil
have
taken
no1ce.”
&
gas
company.
They
try
to
cover
all
aspects
of
the
real
estate
ecosystem,
from
minerals
to
homes
to
shopping
centers.
At
Bright,
Tony
is
personally
responsible
for
the
commercial
brokerage
division.
He
manages
all
of
there
brokers
and
help
them
be
as
produc=ve
as
they
can
be
for
Bright
Realty’s
clients.
For
Tony
and
Bright
Realty,
it’s
cri=cal
that
they
exceed
our
clients'
expecta=ons
when
it
comes
to
communica=on.
His
current
and
poten/al
clients
cite
communica/on
as
their
primary
concern
when
selec/ng
a
real
estate
broker.
Before Contactually
• Before
Contactually,
Tony
and
his
team
was
doing
what
many
professionals
have
resorted
to;
their
calendar.
They
would
use
a
combina=on
of
calendar
appointments
and
task
reminders
in
Outlook.
• Each
=me
they
were
speaking
to
a
client,
they
would
have
to
remember
to
set
a
reminder
somewhere
in
their
calendar
or
Outlook.
In
Tony’s
words,
“this
was
a
horrible
system,
to
say
the
least.”
How did Contactually help?
• For
Tony
and
his
team,
the
ability
to
push
reminders
about
who
to
connect
with
has
been
key.
Manually
sePng
reminders
is
no
longer
a
concern.
This
allows
Tony’s
team
to
focus
on
interac=ng
with
clients
and
closing
more
deals,
instead
of
digging
through
past
communica=ons
trying
to
remember
who
to
talk
to.
• Tony’s
team
has
just
started
using
Contactually,
so
while
they
haven't
aRributed
a
mul=million
dollar
deal
directly
to
Contactually’s
system,
his
clients
are
star=ng
to
take
no=ce
of
their
increased
level
of
engagement.
See more Case Studies at http://contactually.com/stories