A Dubai brokerage · Real estate brokerage
Follow Up Boss configured for a Dubai brokerage, no new code written
Action plans, automations and branded email switched on in a CRM the brokerage already paid for.
A Dubai brokerage was paying full price for Follow Up Boss and using a fraction of it. Action plans, automations and branded email were set up by configuration alone, with no new code.
- Consulting only
- Operations and systems integration
What it solves
The problem, and what runs now.
The problem: Full price paid for a CRM used at a fraction of its capability.
What runs now: The features already paid for are switched on by configuration.
The problem: No action plans and no automations set up in Follow Up Boss.
What runs now: Action plans and automations configured inside Follow Up Boss.
The problem: Plain-text email going out of a product that ships branded templates.
What runs now: Branded email built inside the CRM, with email automation set up.
How it runs
Step through the workflow.
Audit
What was paid for, and what was used
We looked at how the brokerage used Follow Up Boss. It was paying full price for a CRM running at a fraction of its capability.
- No action plans
- No automations
- Plain-text email, despite branded templates
Action plans
Action plans set up
Follow Up Boss has action plans built in. None were in use, so they were created and configured inside the CRM.
Automations
Automations switched on
The CRM's automations were configured, including the email automation that had not been set up properly.
Branded email
Branded email instead of plain text
Follow Up Boss ships branded email templates as standard. Plain-text email was replaced with branded email, built inside the product.
No new code
Configuration only. That engagement ended there.
It was fixed by configuration. No new code was written: the cheapest fix was switching on software the brokerage already paid for.