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Windward Communities

Search for New Salesforce Partner Leads Windward Communities to ApostleTech

Windward Communities specializes in manufactured housing and has more than 22 active communities located in cities and towns throughout the U.S. The company is part of Green Courte Residential Holdings, which owns and operates various real estate entities and operations.

Windward Communities offers affordable home sites for manufactured homes. Its communities provide residents the opportunity to own or rent a home and have access to community amenities.

We recently spoke with Shelley Hamner, VP of Sales & Marketing for Windward Communities to learn more about the company and what lead them to work with ApostleTech on its latest CRM implementation. 

Shelley shared that the company spent six to nine months looking for the right partner and they interviewed a lot of companies before selecting ApostleTech. “It was a big decision, one we did not make quickly,” she explained.

The company had a CRM built of Salesforce that they had implemented four to five years prior. They knew Salesforce was the gold standard and wanted to continue with the software platform, but their current CRM set-up was cumbersome to use and did not provide the reports they were wanting or needing.

Windward’s management team is looking for better visibility into customer insights and a more friendly user interface for its communities. They also want a sales funnel that is easier to access. After years of working with a system that was not user friendly and being fully utilized, the company knew it needed a Salesforce partner that understood the company’s needs and had experience in the industry.

Discovery process

During the Discovery process ApostleTech works with the Windward team to help outline the goals to determine the best CRM solution. Together, they outlined a wish list of outputs, listen to input from users and began the process for a development plan that will lead to a  successful implementation and adoption. Identifying a clear set of goals helps guide the development team as they build a CRM solution to meet the company’s unique objectives.

Windward Communities differentiators

Similar to more traditional homebuilding companies, Windward Communities tracks inventory, construction and sales. As a company that owns land and is filling sites with manufactured homes through both sales and rentals, Windward must also track the status of its homesites, its sales and rental prospects and financing.

Windward Communities is implementing a new CRM to prepare for future growth. The company’s long-term plans include expanding existing sites with new streets, buying more communities, adding amenities and refurbishing older homes. All of this requires a CRM solution that has the ability to adapt and grow with the company.

To learn more about Windward Communities and its current homesites visit livewindward.com.

If you have a company in the homebuilding, construction or finance sector that is in need of a highly effective CRM to support your sales and marketing operations – contact us to learn more or request a demo.

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