CRM Edition: Power BI
Industry: Real Estate / Home Construction
About the Client
The client, a residential home builder operating across Oregon, has been engineering quality, energy-efficient homes since 1989. As demand and operations grew, the business needed to modernize its document handling, marketing, and project workflows to improve productivity and deliver a smoother client experience.
The transformation also included Power BI analytics, giving leadership real-time visibility into operations, client activity, and marketing performance.
Challenge
The client relied heavily on manual and offline processes for document signing, marketing, and project coordination. These workflows slowed down operations and limited responsiveness to clients.
Key challenges included:
- Manual Workflows: Legal documents were printed and mailed for signatures.
- Communication Delays: Faxing and postal communication created response lag.
- Disconnected Processes: Key tasks operated outside the CRM system.
- Reduced Productivity: Staff spent unnecessary time on repetitive paperwork.
- Limited Client Convenience: Physical document handling slowed sales velocity and service response.
These inefficiencies created friction - both internally and in the client experience.
Solution
RT Dynamic implemented a fully digital, CRM-connected workflow, replacing manual processes with automation and centralized data management.
Key Deliverables:
- E-Signature Implementation: Integrated RT DocuSign into the CRM to enable secure, digital document signing by eliminating printing and mailing.
- Template-Driven Signatures: Built automated RT DocuSign templates with pre-populated CRM data for faster processing.
- Marketing Automation Plugin: Developed a custom Mailchimp connector to sync CRM data for campaign execution.
- Lead Scoring Dashboard: Designed analytics dashboards using Mailchimp insights to prioritize high-conversion prospects.
- Project Management Integration: Connected CRM data with Smartsheet and CAMS modules for better task coordination and communication.
- Automated PDF Generation: Created advanced PDF templates for contracts and legal documentation, reducing manual preparation.
- Power BI Analytics Dashboards: Designed scheduling, performance, and engagement dashboards to visualize operational trends and improve decision-making.
These enhancements delivered a connected, digital-first operating environment across marketing, sales, and project delivery teams.
Impact
- Major reduction in manual work through digital contracts and automated templates
- Streamlined client communication via CRM-driven marketing automation
- Smarter lead prioritization through behavioral scoring and analytics
- Centralized project management inside a single ecosystem
- Improved client convenience & faster turnaround times
Results
With RT Dynamic’s CRM automation expertise, the client now benefits from:
- Fully digital document signing directly within CRM
- Faster customer onboarding and sales processing
- Targeted email marketing powered by real-time CRM data
- Smarter decision-making with performance dashboards
- Centralized workflows improve team collaboration
The transformation removed operational bottlenecks while empowering teams to focus on service quality and growth.
Digitize your workflows with CRM-connected automation.
From e-signatures to marketing automation, RT Dynamic helps modern businesses streamline operations and deliver exceptional customer experiences.
