Introduction
- Company: Calbridge Homes
- Industry: Homebuilding
- Location: Calgary, Alberta
- Key Contact: Nicole Heit, Managing Director of Sales and Marketing
Calbridge Homes, known for its commitment to delivering an exceptional customer experience, sought to streamline its complex sales processes and improve customer engagement. With a focus on ensuring efficiency and transparency throughout the buyer journey, Calbridge aimed to integrate its existing systems with a solution that could handle payment processing, document management, and communication in a more seamless way. Ownly became a pivotal partner in this effort.
Calbridge Homes, known for its commitment to delivering an exceptional customer experience, sought to streamline its complex sales processes and improve customer engagement. With a focus on ensuring efficiency and transparency throughout the buyer journey, Calbridge aimed to integrate its existing systems with a solution that could handle payment processing, document management, and communication in a more seamless way. Ownly became a pivotal partner in this effort.
Objectives
- Streamline Processes: Integrate tools and reduce manual data handling.
- Enhance Customer Engagement: Provide opportunities for customers to make purchasing decisions when and where it works for them, while still keeping the sales team immediately informed of all lead/buyer activities.
- Simplify Payment Handling: Enable digital payment options that integrate with existing systems.
Solution
Calbridge Homes partnered with Ownly to implement a comprehensive solution tailored to their unique needs.
Key Features Implemented
- Integrated Payment Processing
- Flexible Options: Ownly provided digital payment methods, including EFT, reducing reliance on wire transfers and allowing buyers to complete payments securely and easily.
- Enhanced Customer Communication
- Real Time Updates: Ownly introduced the notifications that keep customers engaged, by sharing updates on their home interests, and ensuring they receive copies of any steps they have taken int he reservation process.
- Document Management and Digital Signatures
- Streamlined Contracts: By integrating DocuSign with Ownly, Calbridge streamlined the contract signing process, centralizing document management and eliminating the need for multiple tools.
- CRM Integration for Seamless Sales Tracking
- Unified Data: Ownly integrated with HubSpot, synchronizing sales and customer data, enhancing lead tracking, and enabling real-time updates across the CRM and Ownly platform.
Implementation
- Smooth Deployment
- Collaboration: Ownly worked closely with Calbridge’s team to tailor the platform to their existing workflows.
- Customization: The solution was aligned with Calbridge’s branding and specific operational requirements.
- Team Training
- Hands-On Training: Ownly provided comprehensive training for the sales team, ensuring they could leverage the platform effectively.
- Ongoing Support: Continued support helped the team quickly adapt to the new tools and processes.
- Website Integration and Customer Communication
- Enhanced User Interface: Ownly’s tools were prominently featured on Calbridge’s website, enhancing visitor engagement.
- Educational Campaigns: Calbridge launched informational initiatives to help customers understand and utilize the new platform features.
- Integration to In-Person Interactions: Sales teams use tools that are available within their sales centers, including touch screens, QR codes, and direct links to support in-person visitors and to offer a seamless experience from online to in-person.
Results
- Streamlined Sales Workflow
- Efficiency Gains: Integrating payment and document management reduced manual work by 25%, freeing up sales teams to focus on buyer engagement.
- Improved Customer Engagement
- Real-Time Updates: The sales teams are informed of all lead and buyer activity, providing them with the details they need to reach out to a warmer lead, with a defined and tracked history.
- Enhanced Lead Management and Conversion
- Centralized Data: HubSpot integration eliminated data silos, allowing Calbridge to track leads and improve sales forecasting with greater accuracy.
Testimonial
“Partnering with Ownly has transformed our sales process. The platform has not only made our workflows more efficient but has also deepened our engagement with buyers. The integration with our existing systems has been seamless, and our team couldn’t be happier with the results.”
— Nicky, Sales Manager at Calbridge Homes
Conclusion
By implementing Ownly, Calbridge Homes successfully streamlined their sales process, enhanced customer communication, and adopted modern payment solutions. This partnership has allowed Calbridge to:
- Reduce Manual Processes: Integration with CRM and document management tools minimized administrative tasks.
- Increase Buyer Satisfaction: Providing real-time updates improved transparency and buyer engagement.
- Boost Sales Efficiency: Ownly’s integration features enabled Calbridge to manage leads and conversions more effectively.
Future Plans
Building on this success, Calbridge plans to:
- Explore Additional CRM Features: Expand CRM capabilities for improved lead management.
- Continuously Improve Customer Experience: Collaborate with Ownly on new features that support buyer engagement.
About Ownly
Ownly is a leading provider of digital sales solutions tailored to the homebuilding industry. By integrating payment processing, CRM, and customer engagement features, Ownly empowers builders to streamline their processes and improve the buyer experience, transforming website visitors into qualified leads and accelerating the sales process.
