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Marketing Automation Pre-study
REAL ESTATE AGENCY
The client is one of Sweden’s largest real estate agencies, offering comprehensive services for buying, selling, and valuing residential and commercial properties.
The company had one million existing and potential customers who were not being engaged to the full extent. The absence of a structured and automated approach made it difficult to reach new customers and build long-term relationships. Recognizing this, the organization set out to improve and automate customer communication by establishing a more targeted, differentiated, and data-driven dialogue to increase both conversion and retention, while supporting its real estate offices efficiently.
Differ was engaged to conduct a pre-study to define why and how the client should work with automated and targeted communication across its customer base. The project focused on identifying key customer journeys and understanding customer needs, behaviors, and triggers throughout the buying and selling process. Differ also assessed how these insights could be operationalized through segmentation, personalized communication, and automation.
In parallel, the Differ team evaluated potential systems capable of supporting automation and data-driven marketing at scale, while ensuring alignment with the client’s existing CRM and business processes.
The outcome included a clear rationale for automation, defined customer journeys, recommended communication flows, and a comprehensive system evaluation with recommendations for suitable vendors and integration options. This covered potential CDP and MA systems.
The pre-study provided the client with an implementation roadmap, positioning the organization to move forward by selecting and implementing a system that operationalizes these customer journeys and supports the achievement of its goals.
For more information, contact:
Cecilia Clausen
+46 70-742 08 66

