HFO Investment Real Estate Optimizes Their Marketing & Sales Processes with Geopointe.

The Challenges

• HFO needed a solution that allowed them to quickly identify key demographics and analyze geographic data across Washington and Oregon.
• Their sales team needed a location data solution to focus their efforts on neighborhoods with key demographics.
• Using a variety of Salesforce reports, the HFO team wanted to visualize their report data to create targeted marketing campaigns.
• HFO’s executive team wanted a high-level visual of their sales territories so they could identify prime opportunities and optimize their efforts accordingly.
• Their consulting service needed a tool that allowed them to geographically analyze surrounding neighborhoods for their business customers

Why Geopointe

• Geopointe’s Automated Assignments feature allowed HFO to optimize their sales territories and assignment process using geographic data to identify opportunistic areas.
• The ability to filter Salesforce data allowed HFO to identify the best areas to focus their marketing efforts.
• Their executive team was able to get a high-level visual of their sales territories using Geopointe’s Geo Library feature.
• Geopointe’s Geographic Searching & Analysis added immediate value to their consulting service, allowing them to give business owners key data about their surrounding neighborhoods.

The Results

• Geopointe was able to cut HFO’s time spent pulling a targeted list of comparable properties in half.
• HFO’s executive team was able to identify key locations that their sales team hadn’t been hitting to help optimize their entire process.
• Their marketing team was able to use location data to guide their sales team towards optimal areas and away from neighborhoods with little opportunity.
• HFO’s consulting team found immediate use cases as they were able to provide a local chain store owner with location data linked to an uptick in his store visits.
• As Geopointe continues to produce results, the HFO team continues to incorporate additional features into their business process and overarching strategy.