Ardor Commercial Advisors specializes in investment sales and capital markets across the U.S. Their Zoho CRM had become a mess. Over 7,200 duplicate contacts meant brokers were accidentally emailing the same prospect from multiple records. Nearly 30% of emails were invalid, so campaigns were bouncing before they started. Properties weren't linked to companies, making portfolio relationship tracking impossible.
GrnEdge analyzed all 188,000 records in one week to pinpoint exactly what was broken and create a roadmap showing how to fix it. The result: a clear blueprint for transforming Ardor's CRM from a bloated contact list into a relational intelligence system.
Over 7,200 duplicate contacts meant brokers were emailing the same prospect from multiple records, looking disorganized and wasting time on redundant outreach.
Nearly 30% of email addresses were invalid. Campaigns were failing before they started, damaging domain reputation and costing opportunities.
Contacts and properties existed as standalone records with no company linkage. Brokers couldn't see portfolio relationships or track buying committees.
GrnEdge analyzed 188,000 records across contacts, companies, and properties to diagnose what was broken and create a roadmap for fixing it. We gave Ardor surgical clarity on their data issues and a three-phase plan they could execute internally or hand off to us.
Mapped 7,239 duplicate clusters with merge recommendations prioritized by deal value and data completeness. Tagged which records were "master" and which should be consolidated.
Validated every email address, flagging 30% as invalid or risky. Showed exactly which contacts were safe to reach and which needed fixing before campaign sends.
Detailed plan showing how to merge duplicates (Phase 1), build an Account layer for relationship tracking (Phase 2), and enrich missing fields (Phase 3).
Field-by-field analysis showing completeness rates, which custom fields were unused, and which data points were blocking automation or enrichment.
Pinpointed exactly which duplicates to merge, which emails to fix, and which fields were cluttering the system. No more guessing about data quality.
Three-phase remediation plan showing how to clean duplicates, build an Account layer for relationship tracking, and enrich missing fields. A blueprint Ardor to execute internally or hand off to GrnEdge.
With the findings in hand, Ardor now knew which structural changes would unlock workflow automation, campaign orchestration, and portfolio intelligence.
By tagging valid vs. invalid contacts and mapping duplicate clusters, brokers could trust which records to use and which to ignore while cleanup was underway.
GrnEdge didn't just audit our CRM. They took a surgical approach to identify multiple areas that I didn't realize were costing us time and potentially deals. In just five business days, they delivered a crystal-clear utilization report, identified and grouped duplicate records, validated every email, and tied it all directly to the unique demands of commercial real estate.
Jim Pryor
Managing Partner, Ardor Commercial Advisors
Traditional diagnostics of this scale take 4-6 weeks. We delivered deeper insights in 5 business days with a clear roadmap Ardor could execute immediately.
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