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MoxiWorks eases technology pain points for Connecticut brokerage

Having been in real estate for more than 35 years, Bill Gamelli, executive vice president, Customer Acquisition & Product Innovation for William Raveis Real Estate, Mortgage & Insurance in Middletown, Conn.—No. 8 in sales volume in RISMedia’s 2018 Power Broker Report—is no stranger to the wants and needs of his clients. And he’s found great value for both the brokerage and its clients by utilizing MoxiWorks.

“It’s been an integral part of the foundation of the new technology platform we’re establishing,” says Gamelli, “and we’re working hard to embed the Moxi products into the culture of our company.”

The firm began using Moxi Engage—a CRM that helps agents increase sales by managing the entire sales cycle, from first point of contact to closed transaction, ensuring repeat business and referrals—back in August 2016.

“We were blown away by the way Moxi Engage was put together,” says Gamelli. “Plus, it was an amazing company to work with as far as the rollout and integration.”

Not long after, the brokerage incorporated Moxi Present into the mix. The interactive, multimedia CRM tool enabled agents to add video and other rich media into presentations for their clients.

“We were on the CoreLogic platform for seven years, and their product wasn’t developing the way we wanted it to,” says Gamelli, who goes on to explain that the broker side of the coin never got the attention it should have. “We went out and conducted focus groups, and a key takeaway centered around the fact that agents wanted simplicity in their lives.”

From there, tile technology is used to embed all the tools currently being used via single sign-on technology. “Once an agent logs into Raveis 365, they’re connected seamlessly to all the tools, without having to log into each tool separately,” adds Gamelli.

“When it came time to replace the CRM side of the coin, MoxiWorks just popped out at us,” says Gamelli, who’d been courted by the company for the better part of five years, back when they had just developed the TouchCMA program (now known as Moxi Present) that was only available on tablets.

Fast forward a few years and not only was MoxiWorks now offering a better version of their CMA tool, but they also had a solid CRM product called Moxi Engage.

“The big attraction for us was the simplicity,” says Gamelli. “The layout, the dashboard and the focus on one’s SOI were important, aligning well with our company and what we were focusing on with our own agents through our own news subscriptions.”

William Raveis is so committed to MoxiWorks that the firm is in the process of mandating all of its sales managers, administration managers and agents in the field that help with technology be fully vetted in their understanding of Moxi Engage and Moxi Present.

“We believe wholeheartedly that if our management team isn’t invested in the technology, then we can’t expect the agents to be either,” says Gamelli.

And thanks to MoxiWorks, the brokerage has seen an increase in productivity when looking at individual agents using the program.

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