NAI Mertz, a full-service commercial real estate firm based in Mt. Laurel, New Jersey, covering the greater Philadelphia area and southern New Jersey, with an office in northeastern Pennsylvania, knows how to excel in commercial real estate, but behind the scenes, things weren’t quite as smooth.
The firm sought a robust and integrated solution to enhance its data management and operational workflows. NAI Mertz struggled with disjointed data and a lack of confidence in their information. Their existing data management processes were described as "out-of-date" and "prone to duplication," requiring a significant amount of manual effort to create essential reports and client insights.
Another issue they faced was the difficulty in ensuring unified data entry across departments and consistent information for all team members. Tricia Sweeney, Vice President of Marketing, explained, "There was certainly duplication across systems, so we needed to bring it all into one platform so that we could manage it from a centralized position and have our admins involved and everybody working from the same page." This fragmentation led to inconsistent information, inefficient reporting, and hindered a unified approach to their brokerage activities.
The solution appeared when NAI Mertz, already utilizing Buildout's Showcase for marketing automation, began looking for a data management system that could seamlessly integrate. This led them to Rethink, built on the powerful Salesforce platform.
A primary concern during the pre-implementation phase was ensuring the team's confidence in data privacy. Brokers were accustomed to managing their own information, and there was initial apprehension about the visibility of their proprietary data within a shared system. Rethink addressed this by providing:
Rethink revolutionized how NAI Mertz manages its data and client relationships, streamlining everything from client activity tracking to strategic forecasting. Tricia Sweeney highlighted that Rethink's centralized platform and robust reporting tools made managing their data and generating insights "much simpler." This integrated solution became especially vital for their fast-paced deal flow and need for accurate, up-to-date information. The comprehensive platform functionality lets them showcase the "data integrity" and streamlined processes—including accurate client activity, listings, and ongoing projects—even while managing multiple complex deals simultaneously. This clear demonstration of reliable data proved essential for better forecasting and informed management strategies.
Sweeney emphasizes, "It turned what had previously been a bit of a cumbersome process to track, update, and produce reports into a more streamlined, efficient process." She further states that Rethink has become a "one-stop solution" for their data management needs. For NAI Mertz, their partnership with Rethink is directly accelerating their mission to achieve unparalleled market presence and data-driven insights.
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