Cassidy Turley grows by acquiring smaller brokers in many different markets, and was seeking a way for brokers to share knowledge in a centralized place. Engage moved in to help them create an intranet and a Client Relationship Database(CRD) to host all this data and give brokers a place to share and interact. The Client Relationship Database (CRD) is application that is built on DNN as a standalone module that works as a plugin to a dashboard. Cassidy Turley was so pleased with Engages work and DNN expertise, that the project expanded to complete site redesign, a DNN upgrade, and the creation of many custom modules. The ongoing relationship with CT and Engage blossomed, and soon all of CT DNN work was sourced to Engage as a partner with their web team.
Client Relationship Database(CRD)
Cassidy Turley's Client Relationship Database(CRD) application enabled Cassidy Turley employees to work together with their clients that had needs in multiple markets in one centralized place. Brokers has quick and easy access to critical, relevant information, improved internal communication and reinforces corporate culture thorughout their company. The system not only promoted internal collaboration, best practices and information sharing across the company, but decentralized content creation and management, with guidelines for use, publishing and administration. Through the use of the site both network and non-network users of Cassidy Turley can access and obtain the latest news, statistics, HR info, etc.
Series of Custom Modules
- Twitter: Engage created a custom twitter widget that works without having to add the embedded code. The widget uses templates and the only need to change the twitter user name in order to update the feed.
- Email Notification Job Alert: Cassidy Turley also needed a custom module that allows user to subscribe for job notifications. Engage put together a simple module that emailed users as jobs became available
- Engage Locator: Implemented Engage: Locator for all their office locations making finding an office efficient and easy.
- Social Integration for hub spot/ Google analytics special click tracking: Cassidy Turley to feature the content from their site into social channels and vice-versa. The modules also allows for view tracking giving admins access to data as needed.
- Media Spotlight Module: Using the existing data, Engage created a custom module that displays Cassidy Turley’s latest media news, giving users instant access to news and information.