Trinity Real Estate Investment Services is a leading net-lease brokerage operating nationwide. They had 490,000 records in their CRM and almost no way to use them strategically. More than half of their contacts weren't linked to companies, meaning brokers had zero visibility into who else at a firm they should be talking to. Property records were disconnected from ownership data. Deals were falling through the cracks because the data architecture couldn't support relationship-based selling.
GrnEdge diagnostic all 490K records in one week, mapped 16,000 duplicate clusters, and designed a structural overhaul that would transform Trinity's CRM from static storage into a relational intelligence system.
Over 50% of contacts weren't linked to companies. Brokers had zero visibility into who else at a firm they should be talking to, causing missed opportunities and fragmented deal tracking.
Nearly 30% of emails were invalid, less than 25% had activity history, and 2,100+ duplicate accounts cluttered the system. Campaigns were failing and brokers were wasting time.
Despite 331K+ property records, fewer than 20% were linked to contacts or companies. Ownership tracking was impossible, and duplicates with identical addresses added confusion.
GrnEdge analyzed 490,000 records across contacts, companies, and properties to diagnose what was broken and design a roadmap for fixing it. We gave Trinity a comprehensive view of their data issues and a three-phase plan they could execute internally or hand off to us.
Mapped how to rebuild the Account layer so contacts and properties could be linked to companies. Showed which relationships were missing and how to restore them.
Identified 16,000 duplicate clusters with merge recommendations prioritized by data quality and relationship importance.
Flagged over 20,000 emails as invalid, identified which fields were incomplete, and showed which data points needed enrichment to enable automation.
Step-by-step roadmap covering account deduplication, field enrichment, and contact-property linking. Prioritized by impact and execution complexity.
Detailed plan showing how to link contacts to companies and properties to owners. A blueprint for transforming Trinity's CRM from disconnected records into a relational intelligence system.
Identified 16,000 duplicate clusters with merge recommendations prioritized by data completeness and deal value. Brokers could see which records to trust while cleanup was planned.
Flagged over 20,000 emails as invalid or risky, showing which contacts needed fixing before campaign sends. Prevented domain reputation damage and wasted outreach.
Three-phase remediation plan covering account deduplication, field enrichment, and relationship linking. Trinity could execute internally or hand off to GrnEdge for completion.
GrnEdge is exceptional! They turned our data mess into a win! They listened, asked smart questions, and tackled over 400,000 records in a week! On time, on budget, no strings attached. Their work gave us a clear path forward and saved me countless hours!
Richie Whitworth
Partner & VP of Agent Development, Trinity REIS
Traditional diagnostics of this scale take 8-12 weeks. We delivered comprehensive findings in 7 days with a clear execution roadmap Trinity could implement immediately.
Get a comprehensive Revenue Data Diagnostic showing exactly what's disconnected and how to fix it.