Success Stories

Overview of Project

HistoryMaker Homes was using a legacy CRM system that did not integrate, connect functions correctly or provide the company with the tools needed for tracking needed information. The company is growing and expanding into new markets and needs a holistic CRM that increases its ability to track the customer journey and integrate information with its ERP system to increase overall efficiency in its operations.

About the Client

HistoryMaker Homes is a Texas-based homebuilding company that was founded in 1949 by the Mitchell family. For more than 60 years the family-owned company has been building homes in the Dallas/Fort Worth and in 2016 expanded to the Houston area. HistoryMaker Homes has approximately 80 – 100 users and more than 80 communities.

Project Goals

• Implement the ApostleTech HCP, a CRM solution, built on Salesforce
• Increase efficiency for the sales and marketing teams
• Minimize/eliminate info from slipping through the cracks
• Track customer journey
• Integrate a holistic data view with the company’s ERP system
• Add marketing automation functions

Results

The HCP solution went live beginning of 2021. It included integrated lead creation in Salesforce (HCP) with follow up reports that surface new or returning lead inquiries and status of when follow up tasks are complete. This allows the teams to focus their efforts intelligently and efficiently, all while maintaining high data integrity. Other results and deliverables include:

• Training and guidance for a successful roll-out
• Further enhancement of marketing cloud tools
• Enhancing website with ChatBot technology that integrates with CRM (HCP)