Real Estate Services
Who is this client and what did TETHiK deliver?
Dana Davidson | Assoc. Dir. Marketing | Marcus & Millichap Leading firm specializing in commercial real estate sales, financing, research and advisory services. — Agent complaint 0 | Suppression 100% effective
Client. Dana Davidson | Assoc. Dir. Marketing | Marcus & Millichap Leading firm specializing in commercial real estate sales, financing, research and advisory services.
Technology. Survey Monkey, Salesforce, APEX
Outcome. Agent complaint 0 | Suppression 100% effective
“TETHiK made sure we understood the work to be done before it started and provided us with updates along the way, so we were never left guessing about the project status. After the work was complete, TETHiK ensured we understood the solution and how to maintain it moving forward.”
A commercial real estate company uses Salesforce to manage survey emails.
Historically, survey emails were sent to all agents upon project completion, regardless of region or division. Agents with consistently low engagement and alternative feedback mechanisms, complained of ineffective communication.
- Implemented a Custom Metadata Type in Salesforce
- Simplifies ongoing maintenance and scalability.
- Empowers business users and system admins to update suppression logic.
- Reduces reliance on developers for configuration changes.