Avison Young is a full-service real estate service provider involved in everything from finding land to leasing buildings, managing the property, and selling it on their clients’ behalf.
Over the last five years AY has gone from about eleven hundred employees to five thousand.
As a result of this rapid expansion, Avison Young lacked a global CRM system. Across North America, the UK and Europe, four different CRM systems were in use.
This restricted brokers to just regional client information - a critical issue as they required a global overview of all their clients’ activities
Avison Young ultimately decided to move to HubSpot as its global CRM because of the simplification that the system brought, and chose Huble as their partner to expertly guide them through the CRM migration process.
As their solutions architect and implementer, Huble migrated data from 300,000 contacts and 120,000 companies, plus all of the corresponding activities for these records, into their central HubSpot portal which supports the entire two-billion-dollar enterprise.
We also helped train and onboard all 1,600 Avison Young team members across the US and Canada onto HubSpot’s Sales, Marketing and Service Hubs, with Germany and the UK soon to follow!
Before HubSpot was rolled out, Avison Young had about 1600 CRM users in North America with only a 23% adoption rate. When such a low percentage of revenue producers are using a CRM, it's ultimately a loss.
Brokers now benefit from streamlined workflows, efficient scheduling, and easy access to business-critical data.
Additionally, while management now has visibility of the entire North America pipeline and is able to forecast on a rolling 90-day cycle, brokers have an easy-to-use system that allows them to focus on what’s most important to them - closing deals!
increase in average order size
deals created in the year following the launch of HubSpot
increase in meetings booked
“Using a CRM platform is about building your technology to amplify your team’s expertise. A CRM should be designed to suit your team and the requirements they need to do their day-to-day work.”
The project included a range of expert consultants to ensure a smooth rollout and widespread adoption.
Our solutions architects initially defined Avison Young’s global processes and setup before migrating their data from the four systems that had been in use.
To increase CRM adoption among brokers, our change management consultants put in place several strategies.
This included training a team internally at Huble that provided around-the-clock HubSpot support to all of Avison Young’s CRM users, an Ambassador Programme where we trained and supported internal AY HubSpot ambassadors, as well as setting up a knowledge base to help users self-serve when they need support, to help with the onboarding of new starters, and provide ongoing training to refresh knowledge and give an opportunity to dive deeper into certain aspects of the platform.