50% Faster Real State Deal Closing with Zapier Automation
Problem
Real State fund wasted around 30 hours/week with manual investor contracts and one-on-one follow ups on their fundraising pipeline. This led to wasted energy for the sales team and poor investor conversion.
Solution
Recommended HubSpot + Zapier + DocuSign to automate contract signatures and follow ups.
Results
• Hours Saved: Team went from 30 hours a week on operational work, to 20 minutes at the beginning of the week.
• Lead Meetings: Investor deals are closed 50% faster than before.
• Closing Rate: Closing rate increased 25% due to automations: Investors don't need to wait around the sales rep to send the contract when they are ready to sign.
Automation Structure
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Posted Jul 9, 2024
Contract processing was restructured to mobilize leads faster along the pipeline.
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