# A CRM built for people, not companies.

> We set the CRM up around people, so each customer is one record with their history.

- Source: https://synconai.com/case-studies/real-estate-sales-cloud-person-accounts
- Publisher: SynconAI (https://synconai.com)
- Type: Case study
- Evidence: Real delivery work, written up by industry. The client’s identity and the detail of their systems stay private.
- Industry: Real Estate & Property
- Products: Sales Cloud, Salesforce Pro Suite, Reports and Dashboards, Flow
- Service: Salesforce Sales Cloud Consulting (https://synconai.com/salesforce-sales-cloud-consulting)
- Reading time: 1 minutes

## In short

We set the CRM up around people, so each customer is one record with their history.

## How we help

We set the CRM up around people, so each customer is one record with their history.

## Before and after

| Area | Before | After |
| --- | --- | --- |
| Customers | Forced into company records | One record per person |
| History | Split across records | Every transaction on the person |
| Reporting | Counted records that did not exist | Describes the real business |

## Results

- Agents see the whole relationship before every call
- Repeat business is easier to win
- A clean base to build on

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SynconAI. https://synconai.com/case-studies/real-estate-sales-cloud-person-accounts