Automated workflows built into AgencyCloud helps to ensure that CBRE’s clients receive communication on time across key points of the applicant and vendor cycle.
“On an average day within our business, we send out numerous forms of communication to our clients, whether that’s via email, text or letter, at different stages through their journey with us to sell, buy or invest in property.
We used to spend quite a bit of time sending out these communications each time, and ensuring they had actually been sent. After speaking with our Customer Success Manager about this, she suggested that we use an automated workflow within AgencyCloud to accomplish these tasks.
Since having the workflow setup, it has not only saved us around five hours a week, but it has also given us peace of mind that our clients are receiving the right communications from us at key points during the applicant and vendor cycle.”
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