How Prospering Transactions, LLC Implemented a New CRM in 30 Days with Bohannon Virtual Solutions

Wendy Carlson is the owner of Prospering Transactions, LLC, a company that helps real estate agents and brokers with their transaction coordination needs. As a solo business owner, Wendy is always looking for ways to streamline her operations and improve efficiency.

The Challenge: Finding and Implementing a New CRM

Wendy knew she needed a CRM to manage her leads and client communications, but she was overwhelmed by the options available. She also didn't have the time to research, select, and implement a new system while running her business. She needed a solution that was easy to use and could grow with her business.

I did not have time to learn a new tool and start setting it up and asked if she could do it.

The Solution: Partnering with Bohannon Virtual Solutions

Wendy, a subscriber to Bohannon Virtual Solutions' informative email newsletter, reached out to Sammy at Bohannon Virtual Solutions for help. Sammy, after asking a series of questions to understand Wendy's specific needs, recommended Moxie as the ideal CRM. Recognizing Wendy's time constraints, Sammy offered to handle the entire setup and implementation process.

The Results: A Fully Implemented CRM and Streamlined Operations

Bohannon Virtual Solutions implemented the new CRM in just 30 days, a task that would have taken Wendy months to complete on her own. Sammy uploaded Wendy's lead list, email templates, and even provided essential features Wendy hadn't initially considered. Additionally, Bohannon Virtual Solutions provided Standard Operating Procedures (SOPs), empowering Wendy to confidently use the new system without extensive self-training or endless YouTube tutorials. This exceptional experience has led Wendy to highly recommend Bohannon Virtual Solutions to others.

She did the work in 30 days that would have taken me months to do. She uploaded my lead list, email templates, and even gave me stuff I didn't ask for but was needed for a CRM. She went above and beyond. I even received SOPs which is great, because it helps me learn what I need to do instead of trying to figure it out or watching YouTube. The whole experience was exceptional and I highly encourage you to look into Bohannon Virtual Solutions services. A true professional!