Overview

Property Hub helps hundreds of busy professionals build life-changing portfolios of property deals through its services, Property Hub Invest, and shares everything it learns with its audiences and members.

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Their Sales Progression team needed a better way to work with their Salesforce data. Standard list views weren't cutting it: they needed more columns, conditional formatting, and the kind of flexibility Salesforce alone couldn't provide. Raven Apps Grids gave them exactly that.

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Challenge

Property Hub wanted to push their sales targets forward and help more clients invest better, faster. The Sales Progression team was running into the same walls every day.

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Sales users needed to make quick, multiple edits across large datasets — without losing sight of the bigger picture.
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Standard Salesforce List Views didn't offer enough columns or the ability to highlight key data across Sales Progression records.
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Filtering was too limited to drill down into client preferences and match them to available properties.
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They needed a solution they could install and start using immediately — not a lengthy, complex rollout.

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Solution

Raven Apps Grids gave Property Hub's Sales Teams the tools to manage and accelerate their data workflows — and their admins the flexibility to configure everything to fit the team's exact needs.
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Plethora of Features to Speed Up Sales Processes — Inline Edit, Mass Update, Freeze Column, Conditional Formatting, and more gave the team the ability to manage, organise, and update their Sales Progression data with far greater accuracy and clarity.
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Easy Configuration — Admins can tailor each Grid to hold the full extent of Sales Progression data, so every end-user has exactly what they need to hit their targets, without extra complexity.
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More Data Seen and Actioned — Sales Progression teams gained greater control over what data and actions live in their Grids — from creating flows and views to conditional formatting that makes next steps and client preferences instantly recognisable.
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The range of features available in a single solution, combined with how easy Grids are to use, was central to Property Hub's decision to go with Raven Apps.

Results

After implementing Raven Apps Grids, Property Hub significantly increased Sales productivity and client satisfaction across the team.
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The Sales Progression team now updates records far faster, with a clear, real-time overview and the inline flexibility they'd been missing.
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In-Grid flow triggers have saved significant time on manual email tasks and streamlined how new Sales developments are tracked and shared.
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Frozen columns, dynamic filters, and conditional formatting have enabled more personalised client interactions — driven by better data control.
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Property Hub saved time across multiple areas and is now exploring further Salesforce deployments to extend those gains across the business.

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Partnership Experience

The Property Hub team is unequivocal in recommending Raven Apps to other firms — and they've noticed something important: the team is deeply focused on making Grids the best it can possibly be.
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"Excellent — the support is incredible, very prompt, and issues (and sometimes small improvements) are delivered very quickly. The user experience has improved dramatically — grids are the go-to place to update data for our Sales Progression team, and the overview it gives them of a subset of the sales they are managing is invaluable."
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Tony Barker — Salesforce Manager @ Property Hub
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Their advice to other firms considering Grids is simple: go ahead. As Tony's team put it, Raven Apps is "focused on the grids app, and its improvement means it does what it does incredibly well."

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