Trinity REIS | GTM Diagnostic
Nationwide net-lease brokerage.
331,000 properties. Who owns what?
Trinity REIS had nearly half a million records in its CRM. The team was relying on interns to track property data manually.
Brokers needed to see which properties belonged to the same owner, but ownership information was often missing or outdated. They were spending more time fixing records than calling prospects.
Find the missing ownership links.
Fewer than one in five Property records were linked to a Contact or Company.
More than half of all Contacts weren’t linked to a company.
The information was scattered across records that couldn’t reliably show brokers an owner’s portfolio or the people behind it.
Company first.
The audit flagged nearly 16,000 duplicates across the database. Inconsistent company names made matching harder, while missing websites limited the ability to verify and enrich records.
GrnEdge laid out the order: consolidate duplicate Accounts, then enrich the missing company information.
Contacts and Properties could then be linked to validated companies.
More than 490,000 records reviewed in one week.
Trinity had a clear plan for rebuilding those relationships and reducing manual property tracking.
“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!”