How Forge New Homes streamlined sales with ContactBuilder's Outlook integration
In an uncertain housing market, working against a backdrop of a new cabinet at No 10, ongoing heatwaves and rising interest rates, you need some certainty. That’s where ContactBuilder comes in. As the leading management solution designed specifically for the new homes market, we know that anything that can streamline your processes and save time is a top priority.
Integrating with several lead sources including your website, Meta and leading property portals, ContactBuilder allows you to nurture contacts from the moment they enter the system. Our integrations don’t stop there, with partnerships between leading e-signature and payment platforms through to communication systems such as SMS platform ClickSend and email platform Campaign Monitor, staying in touch has been never more important and ContactBuilder makes it easy.
Offering full integration with Outlook (through Office 365), this inbound/outbound email integration makes your processes easier, and crucially it saves you time by providing easy access to everything you need, all in one streamlined system.
This integration allows you to do everything you would normally do in Outlook: send, forward and reply to emails. You can also attach documents that are stored in the system, meaning you can work completely within ContactBuilder. You don’t need to worry about having Outlook open whilst you work, ContactBuilder pulls through all emails in real time so you can stay on top of leads and queries as they come in.
Forge New Homes have been using the Outlook integration for the past few months and have seen several benefits. Chantelle Hardie, sales & marketing manager said: “Integrating Outlook with ContactBuilder has transformed the way the sales department operates. One of the biggest benefits has been the visibility it gives me as the sales & marketing manager.”
“Having access to all customer email communication within the CRM means I have a clear, real-time overview of every conversation taking place – it allows me to support the team more effectively, maintain quality standards and step into customer interactions seamlessly, without relying on individual inboxes.”
ContactBuilder facilitates GDPR compliance through a range of integrations including online payments, e-signing and of course through the Outlook integration. Chantelle says: “From a GDPR and compliance perspective, having all customer communications stored securely in one central location has been a huge advantage. We now have a complete audit trail of every interaction, making it far easier to manage customer records, respond to enquiries and ensure we’re meeting our data governance obligations.”
The system is designed to ensure your team are saving time on admin tasks by offering automation to make admin tasks simple. Chantelle comments on how much time her team now saves: “The efficiency gains have been significant. Before the integration, our sales agents had to manually copy and paste emails from third-party inboxes into ContactBuilder. Not only was this time-consuming but also created opportunities for error and missing information. Now, every email address is automatically linked to the relevant customer record, saving valuable administrative time which allows the team to focus on what they do best – building relationships with customers and progressing sales.”
“Overall, the Outlook integration has improved visibility, strengthened compliance and streamlined our sales processes. It's become an essential part of our day-to-day operation and has delivered tangible benefits for both the management team and sales consultants.”
Ready to take the leap to a system that works for you? As part of our ongoing commitment to being the leading housebuilder management solution, we are continually enhancing the system and listening to our users’ feedback. You can read all about our latest updates here.