https://blog.dinterweb.com/pt/caso-exito/imexico-real-estate

iMexico Real Estate managed its development inventory and automated its sales process on HubSpot.

Implemented Services:
Marketing Hub Marketing Hub
Service Hub Service Hub
Sales Hub Sales Hub
Integration Accompaniment Integration Accompaniment
Detalle iMEXICO

A Real Estate Agency in Southern Mexico

iMexico Real Estate is a prestigious real estate agency specializing in managing a diverse selection of investment properties located in the southern region of Mexico.

iMexico Real Estate stands out for its distinction and uniqueness in the real estate market. As Master Brokers of La Riviera Maya, they have exclusivity on the best projects in the region.

Developers recognize iMexico Real Estate as a reliable partner, knowing that their extensive network of contacts will allow them to market properties quickly and effectively. By working closely with developers, they ensure that projects are presented in a prominent and attractive manner.

See more information here: Learn about iMexico Real Estate.

  • Industria
    Industry
    Inmobiliaria
  • Tamaño de la empresa
    Company Size
    70 employees
  • Ubicacion
    Location
    México

 


 

 

Challenges Faced by iMexico Real Estate

Reto: Visibility of Development Status

Visibility of Development Status

Gaining updated information on the availability of real estate developments was crucial to avoid situations where multiple agents attempted to sell the same property.

Reto: Controlling Sales Processes

Controlling Sales Processes

Managing sales processes was essential to prevent issues related to communication, coordination, or operational efficiency within iMexico Real Estate.

Reto: Losses Due to Inadequate Follow-Up

Losses Due to Inadequate Follow-Up

In line with the previous challenges, these situations resulted in potential clients not receiving adequate follow-up, leading to lost sales opportunities.

Dinterweb as a Strategic Partner

Configuration Implementation Automation
To enable automations and provide visibility into the status of developments, it was necessary to configure a custom object in HubSpot. The following steps were taken:

  • Upload information to HubSpot via spreadsheets
  • Define properties for the new custom object
  • Create all previously defined properties

Achieving centralized and organized control of all information related to potential clients, including contact details, interaction history, and sales process stages, was accomplished through proper implementation of HubSpot's CRM, which includes:

  • Account setup
  • Definition of properties and custom fields
  • Importing records of contacts, companies, and the custom real estate properties object
  • Configuring the pipeline according to the company’s processes
  • Marketing automation and integrations
  • Data import

To streamline and optimize the sales processes of iMexico Real Estate, thorough analyses of existing processes were conducted to identify repetitive actions and determine automation opportunities. One of the key automations implemented was the automatic transfer of a selected development to the "available" stage if a sale is not completed.

Over a year, iMexico Real Estate explored various platforms in search of a solution that would meet their needs, but they had not found a satisfactory option until now.

iMexico Real Estate also expressed a crucial need to Dinterweb: to avoid sales losses due to long downtimes and inadequate follow-up. To improve, it was essential to have better visibility, management, and greater control over their sales processes.

Additionally, they expressed a desire for real-time access to an updated inventory, allowing them to know the status of the developments and real estate properties they work with.

iMexico Real Estate now has visibility of developments through a custom object:

  • Status of Developments

Sellers have complete visibility of the inventory, avoiding the offering of properties that are already sold or in the sales process, reducing errors and improving sales management.

  • Real-Time Availability

All information is updated instantly, allowing the team to stay informed of changes and act quickly.

  • Opportunity Tracking

Detailed follow-up is provided for each potential client, with automatic notifications at each phase of the process, ensuring timely attention.

  • Payment Notifications

The sales team is informed when an opportunity enters the collection process, streamlining payment management.

  • Sales Closure

Upon closing a sale, managers receive automatic notifications, facilitating workflow and subsequent follow-up.

Learn more about this success story here:

 

Centralizing all data in HubSpot's CRM, using pipelines to manage sales stages, and automating tasks in Sales Hub has significantly improved the workflow efficiency of iMexico Real Estate.

This has facilitated constant and coordinated communication between teams, reducing sales losses. This meticulous and detailed process now shows tangible results thanks to the proper implementation of HubSpot.

Just like iMexico Real Estate, you could become our next success story.

Do you identify with any of the challenges faced by iMexico Real Estate, or would you like to consult with Dinterweb experts about the goals you would like to achieve? Let's discuss it!

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