How Wrike + Salesforce Helps Departments Work Together: Q&A With Axiometrics

Axiometrics is the leader in apartment and student housing market research, providing market intelligence and trends analysis to developers, investors, owners, managers, and others. Founded in 1995, the company has experienced explosive growth in revenue, job creation, and innovation over the past five years. 

We spoke to the Analytics team about how they use Wrike to align teams that use Salesforce to manage accounts. See how they are able to archive all their data in one place and prevent requests from falling through the cracks: 

1. Tell us about your team.

The Axiometrics Analytics team is comprised of seven real estate economists and analysts, who crunch apartment and student housing market data, economic indicators, and demographics to uncover trends in the marketplace and forecast future trends.

Analytics works closely with Axiometrics’ Sales and Account Management teams to provide custom analysis and studies for clients, and with the Marketing team to produce blogs, newsletters, and videos, including our weekly bylined blog on Forbes.

2. What were the goals that led you to connect Wrike with Salesforce?

Sales and Account Management used Salesforce for project management, while Analytics and Marketing used another project management solution that did not integrate well with Salesforce. Therefore, we had no efficient, digital way to track the status of requests.

We wanted to find a web-based tool that would integrate with Salesforce so all parties involved could view the status and progress on Sales and Account Management-related projects, such as Feasibility Studies, quarterly company-specific trends analysis, and simple client requests for data drill-down. We also wanted to find a solution that would allow for messaging within the software, for more efficient tracking of what has been requested and any questions/answers concerning a particular project. 

3. How has Wrike + Salesforce helped your team reach its goals? 

Now, all requests are in one place for easier reference. Since Sales and Account Management can see Wrike updates in Salesforce, Analytics is able to plan its schedule better, and communication is more efficient. Sales is able to create tasks, which are immediately visible to Analytics, and Analytics is able to assign and schedule the tasks so that deadlines are met. 

And though it is not a part of the Salesforce integration, Wrike has been vital in reaching a goal set by our Marketing Content Manager to streamline the production schedule of our newsletters.

4. What improvements have you seen since implementing Wrike + Salesforce?

There is much better follow-through on all projects. There is less frustration, in that everything is on the calendar. There were times in the past when an email or in-person request fell through the cracks because people didn’t put it on their to-do lists; that doesn’t happen anymore.

"In the past, emails & requests fell through the cracks; that doesn’t happen anymore with @Wrike."

The Wrike-Salesforce integration has also helped the Sales and Account Management teams with the client renewal process and with customer service. The representatives are able to update clients on the status of their requests within a couple of clicks and assure them that their needs will be filled in a timely and efficient manner. That enhances client satisfaction. 

5. How has Wrike + Salesforce affected how you work with other teams/departments? 

The integration has made Analytics’ collaborations with Sales and Account Management seamless and smooth. Instead of relying on emails or instant messages that could get lost in the shuffle, or brief in-person visits in which information could get misunderstood, everything is in one place. This has allowed us to better assist these other departments and made the working relationship even better than it was before. 

"Instead of relying on emails that get lost or info that gets misunderstood, everything is in @Wrike."

How do you use Wrike + Salesforce to align your teams? Share your strategies in the comments. 

Join teams like Axiometrics and align your teams using Wrike and Salesforce today.

Comments 0

Oops! This content can only be shown if you consent to cookies.

Find out more