Leveraging Salesforce to give teams a 360-degree customer view with Salesforce, every interaction is personalized, helping to fuel new membership growth.
With a slew of automations and all the right integrations, this brand new CRM implementation automates the customer journey and client. management – allowing the Bond Collective team to stay effortlessly organized and maximize sales.
From the website inquiry form to managing conference rooms to calculating bills and sending receipts, the CXR.Agency team included new automations to help save time and build more efficient workflows.
With 60+ conference rooms and hundreds of office and shared spaces across 12 locations, our developers created a better management system for the Bond Collective team. They can now easily track reservations of conference rooms and office spaces, allowing them to provide a seamless customer experience and give employees more time to spend on growth and business strategy rather than the minutiae of office management.
After fixing all the known bugs and completing the full integration, our team made sure to record videos and walk the Bond Collective team through their smart new Salesforce setup. As they lack an in-house IT team, we continue to provide on-going support and maintenance so that everything runs smoothly and their team can keep scaling.