SalesHow CBH Homes saves 2 hours per agent, every day
90%
Less emails in individual inboxes
2 hrs
Saved per agent per day
600
Emails managed daily
Idaho's #1 Home Builder with 28 years in business, CBH Homes transformed their sales team's email workflow by replacing chaotic Google Groups with Drag's centralized kanban boards.
Founded 28 years ago, CBH Homes is Idaho’s #1 Home Builder. They are dedicated to turning their customers into raving fans by doing all they can to make the buying process simple, pleasant, and fun.
The sales team at CBH Homes is composed of achievers who handle a high volume of buyers in a very fast-paced environment, needing to manage up to 600 emails a day. Their team is structured into three sales centers divided by area around the valley. Each individual makes their own sales but is often on the go in the field touring homes, so it’s important for all team members to be familiar with buyers in their area.
Most of their communication with buyers and outside realtors relies primarily on email. Frequently meeting outside of the office makes it even harder for them to coordinate all of the incoming inquiries and ensure consistency across the board.
Before Drag, the CBH Homes team was managing their emails and workflows via a series of Google Groups, each one with five to seven team members. However, this setup had several challenges. All group members were receiving all emails in their individual inboxes. Each enquiry from a buyer or realtor was literally loading in Gmail 7 times. This was cluttering the agents’ inboxes and making it harder to identify which enquiries were their responsibility.
The sales agents were spending a lot of time going through enquiries and getting rid of redundant information. This was consuming valuable time they should have been using to sell more. With spread and duplicated information across different inboxes, it was becoming very challenging for the management team to understand the status of enquiries and tasks.
They tried leveraging Gmail labels to organize incoming emails and identify who was working on what. However, each individual still had their own inbox and it was hard to create consistency across teams. If one teammate updated an item as “Complete” in their inbox, that wasn’t reflected to the rest of the team.
“Drag is the workflow extension of my dreams, bringing together Gmail + Trello to create organizational magic!”
Madison Ingraham
Data Admin & IT @ CBH Homes
Madison Ingraham, Data Admin & IT at CBH Homes, found Drag and immediately fell in love with it. Merging a visual kanban layout, collaborative shared inbox, clear assignments of tasks, and no duplication of emails, while working directly inside Gmail, Drag seemed to be the perfect solution.
They first started implementing Drag for their sales workflow. Since the implementation, their sales agents immediately started saving at least 2 hours a day, while management gained more visibility on what is going on in their pipeline.
They integrated their Google Groups with Drag boards, so incoming inquiries arriving in each Sales department now go into one single centralized place instead of all the individuals’ inboxes. Agents don’t need to spend time going through redundant information. The assignment of tasks is also much clearer, and so is the status of tasks.
They use Drag boards in kanban view, with sales boards typically broken down by columns for the type of email or task, like “Showings” for when an outside realtor shows one of their homes, and “NHO Scheduling” for when teams need to schedule the New Home Orientation with the buyer. Some teams also give each teammate their own column to function as a task list.
“Drag has completely changed the way our team uses our Email, eliminating double work, emails getting missed and creating LESS emails for everyone! We LOVE Drag!”
TPTroy Parquer
Senior Transaction Coordinator @ CBH Homes
The internal chat option is also a huge time saver for the teams. It allows them to quickly and easily get guidance on how to handle certain situations, and they use it to identify who has seen an informational email before archiving it. Due dates are extremely helpful too. The teams love that it automatically adds to their calendars to help them stay organized.
The experiment with the Sales Team went so well that the CBH Homes team decided to implement Drag for their Construction Services Team as well. Interestingly, the Construction Services Team use case is slightly different. Instead of Google Groups, they use Shared Inboxes to manage a number of stakeholders and workflows, including communication with trade partners, construction permitting, purchase order issuance, and accounting.
“It’s really nice to have a universal and scalable solution that can bring consistency across different teams in our organization!”
Madison Ingraham
Data Admin & IT @ CBH Homes
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