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CASE STUDY
Expandeo
Client
Expandeo
Product
Real Estate
Date
June 2024
Skills
Make
Pipedrive CRM
4
Automations
~10 hours
per automation implemented
About Client
Expandeo is a Warsaw-based commercial real estate company driven by a team of interdisciplinary experts in retail, real estate, business development, construction, and finance. The company focuses on providing comprehensive support for retail chains looking to expand in the Polish market. With over 10 years of experience working with franchise networks and real estate projects, they've developed a unique operating system that adapts to both growing businesses and corporations.
About the project
The project focused on implementing automation solutions to streamline the data management and document processing workflows.
The primary challenge was to eliminate manual data entry, reduce human error, and optimize time-consuming processes across multiple platforms. Key automation requirements included generating contract drafts with auto-populated data from Pipedrive CRM, establishing an automated system for cloud storage of emailed invoices, creating automated property listings in Pipedrive CRM based on Excel data with corresponding offer descriptions, and developing an integration between Facebook Lead Ads and Pipedrive CRM for seamless lead creation.
Client's Problem
Expandeo faced several operational challenges that hindered its efficiency and growth.
The manual handling of tasks, such as data entry, contract preparation, and invoice management, was time-consuming and prone to human error. These repetitive administrative processes not only slowed down workflow but also diverted valuable time and resources away from higher-value activities. Expandeo needed a solution that could automate routine tasks, reduce errors, and integrate disparate systems to streamline operations and improve overall business performance.
Challenges for 2N
- The project required conducting comprehensive research into various low-code automation platforms to identify solutions that would provide the optimal balance between cost-effectiveness and functionality.
- Setting up integrations with existing business systems required careful handling of access management and security measures. Our team created a step-by-step guide to walk the client through granting system access while ensuring all security and compliance standards were met.
- Understanding the client's operational workflows required thorough analysis to design automations that would streamline and optimize existing procedures.
What we did
Contract Generation Automation
We developed an automated system that generates contract drafts by pulling essential data directly from Pipedrive CRM. This solution eliminated manual data entry, significantly reduced the time spent on contract preparation, and minimized the risk of human error in document creation.
Invoice Management System
We implemented an automated workflow that captures invoices received via email and systematically stores them in the cloud storage.
Property Listing Automation
Developed an automated system that creates property records in Pipedrive CRM from Excel data, including automatic generation of property descriptions. This solution eliminated manual data transfer and content creation tasks.
Lead Generation Integration
We established a seamless connection between Facebook Lead Ads and Pipedrive CRM, enabling automatic creation of lead records. This integration ensures immediate capture of potential client information, eliminating manual data transfer and reducing response time to new leads.
Outcome
The implementation of automated solutions significantly transformed Expandeo's operational efficiency and workflow.
By streamlining data management and document processing, the company was able to reduce manual tasks, minimize errors, and improve the speed of key business operations. The result was a more cohesive and efficient system, enabling the team to focus on high-value tasks and strategic business growth rather than time-consuming administrative work. Additionally, the automation ensured better organization, accuracy, and accessibility of critical business data.
What we accomplished:
- Eliminated repetitive manual tasks, saving time and minimizing human error across multiple workflows.
- Automated contract draft creation, pulling data directly from Pipedrive CRM, which sped up document preparation and reduced the risk of inaccuracies.
- Developed a system that captures and stores invoices automatically in cloud storage, ensuring better organization and quicker access to financial documents.
- Integrated Facebook Lead Ads with Pipedrive CRM for automatic lead creation, improving lead response time and reducing manual data entry.
- Created a system that automatically imports property records from Excel into Pipedrive CRM, including the auto-generation of property descriptions, eliminating the need for manual data entry and content creation.
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