The Scenario
A growing commercial real estate broker in Johannesburg manages R150M in properties using 15 separate Excel spreadsheets. Leads get lost, sales cycles are untracked, and duplicate communications are common. They have purchased Salesforce/HubSpot and need a complete data migration and pipeline configuration.
The Brief
Act as the CRM Implementation Consultant. Design a migration and schema plan to move their spreadsheets into a structured CRM, ensuring clean data mapping, deduplication rules, and custom deal pipeline stages.
Deliverables
- The data schema: custom property definitions, object mappings (Contacts, Accounts, Deals, Properties)
- Data mapping and cleaning procedure: step-by-step instructions for preparing, cleaning, and deduplicating Excel data before import
- The custom Deal Pipeline stages tailored to commercial real estate with clear probability scores and criteria to move cards
- A 30-day user adoption and training plan for the sales agents
Submission Guidance
A CRM is only as good as the cleanliness of the data entered. Detail how you handle fields that are inconsistent across spreadsheets (e.g., phone formats, blank company names).
Submit Your Work
Your submission is graded against the rubric on the right. If you pass, you get a public Badge URL you can share on LinkedIn. There is no draft save, so work offline first and paste your finished response here.