The Background

Real estate disruptor PrimeStreet sought a way to create a unified dashboard to manage the customer lifecycle from start to finish and to manage the relationship in one place, regardless of what channel customer chose to use as part of their interactions with the company’s agents.

The Challenge

PrimeStreet, a division of Dominion Enterprises, sought to better manage their customer lifecycle from start to finish in an omnichannel, platform-agnostic way. With an eye toward rapid growth, the company needed a way to scale their processes of matching real estate agents with transaction-ready consumers and keep a singular record no matter how a lead interacts, whether by text message, over the phone, or in Facebook Messenger.

Our Approach

Seeking to enable a more robust backend infrastructure, Terazo moved PrimeStreet to Twilio Flex and built a mini-CRM layer to manage customer contact records in the call center and an integrated workflow engine to orchestrate incoming calls and text messages and route them appropriately. This enabled agents to take advantage of an omnichannel communications strategy and text prospects before calling, thus increasing brand awareness, and boosting response rates. Information about the customer’s point in the lifecycle was then synced back to the CRM to inform the agent of key details about the lead on a hub-style dashboard or through the agent app.