D3 Investments · Real estate investment, multifamily syndication
No more “how much am I getting paid?”
- 2 wks
- from kickoff to live
- 0
- hours of rep time spent checking comp
Why
Deals lived in spreadsheets and inboxes, and so did pay. Working out who sold what, and who was owed which commission, meant someone rebuilding it by hand every month, producing numbers nobody fully trusted.
How
Set up Salesforce from scratch: one place for every contact and deal, stages with rules so records can’t skip ahead, old data migrated and cleaned, email and calendar connected.
Then built sales compensation and performance tracking on top. Every closed deal feeds each rep’s numbers automatically, so commissions and performance come straight from the system instead of a month-end spreadsheet.
What
- Live in two weeks.
- Every rep sees their own numbers and what they’re owed. No month-end spreadsheet, no commission disputes.
“Everyone can see their numbers now. I don't have to recalculate this every few weeks and reps don't argue about it anymore.”
More results
Diana Deng LLCWhere customers come from
1.5× conversions from Chinese TikTok. Same content, same spend.
- Mapped video → inquiry conversion path✓
- Fixed how people reach out✓
- Automated comment replies✓
- Team trained to run it alone✓
TOTAL1.5× conversion
Real estate agencyRead the case study →
PatchWhat the numbers say
Automated forecast. AI-driven lead scoring as early as 2023.
- HubSpot → Salesforce migration, end to end✓
- Data pipeline and BI layer from zero✓
- Automated forecast✓
- Quarterly planning: two months → two weeks✓
- LLM lead scoring✓
TOTALPlanning in two weeks
SaaS, Series ARead the case study →