How Cresa automated social media reporting with all-in-one dashboards

Cresa is the world's most trusted occupier-centric commercial real estate firm, helping clients get the best possible results from their real estate decisions everywhere they operate.

"We think beyond space, partner without conflict, and apply our integrated expertise to make your business better."

Fun fact: Cresa's team in Ottawa managed the project for the Klipfolio Head Office build a little over a year ago, a space the whole Klipfolio team loves.

Meet Arthur

Arthur Boone is the Vice President of Operations at Cresa in Ottawa. His role covers a lot of ground: financial accounting, transaction management, marketing, and social media management, among other things.

And meet Cassandra

Cassandra Pierre-Louis is a marketing associate with Cresa's corporate team, based in Boston. She works with Cresa's various offices to develop targeted social media plans that strengthen their online presence and supports Arthur with daily social media activity.

The problem: too many platforms, not enough time

Before Klipfolio, tracking social media engagement at Cresa meant logging into each platform separately and reviewing metrics one at a time. To produce a report, Arthur and Cassandra had to pull visualizations from every source, combine them into a single document, and make the whole thing readable and presentable.

It was repetitive, time-consuming, and error-prone. Every reporting cycle meant starting the same manual process over again.

They decided there had to be a better way.

How Klipfolio made all-in-one reporting automatic

Klipfolio connects directly to the platforms Cresa already uses, pulling data automatically so nothing has to be gathered by hand. After setting up their account, Arthur and Cassandra connected their data sources quickly using Klipfolio's library of pre-built data connectors.

"By posting daily and engaging with other companies on their social platforms, we gradually saw our numbers improve. To keep up with our progress, we had to decide which metrics (i.e. followers gained, number of shares) were most important to track. It was time consuming to jump from one platform to the next to gather the information we wanted, but Klipfolio quickly solved that problem," Cassandra says.

"We are using Klipfolio to track our engagement with our targeted audience along with the general public. Everything is automated," Arthur adds. "While the pre-built Klips are useful, we find value in being able to customize Klips that follow particular metrics. For example, we built a Klip that tracked our email marketing campaigns' numbers, including how many emails were sent and opened, and we can sort it by list title like Broker List or Landlord List."

Now, Cresa's Ottawa team has a single all-in-one social media dashboard that shows them everything in one place.

They track brand mentions, active followers, shares, and engagement across Facebook, LinkedIn, and other platforms, without logging into each one separately.

Learn more about LinkedIn Analytics

Tracking what actually moves the needle

Beyond social media KPIs, Cresa also monitors email marketing engagement in the same dashboard.

"We like seeing the engagement that we get from our email marketing as it relates to the emails sent out and the number of openings. Also, being able to see our mentions both directly and by way of #CresaOttawa or #Cresa is very helpful."

Knowing those numbers without having to ask for them, or go looking, is what lets Arthur and Cassandra act quickly when something is working or when something needs attention.

Real-time data that sparks decisions

"Since we started using Klipfolio it has been amazing to be able to see the results of our team's efforts on a usable and viewable dashboard displayed on a TV in our lunch room area. It sparks conversation within the office members as well as with our clients that visit us. The data also helps us know when it is time to take action."

Displaying dashboards on wall-mounted TVs keeps the whole team aligned without anyone having to pull a report or send an update. The numbers are just there, visible, and shared.

"Our favourite thing about Klipfolio is seeing the results of all of our social media all in one place. The data is live, interactive, and accessible to everyone in the office."

About Cresa

Cresa's vision is to be the preeminent partner for real estate occupiers everywhere. Their mission is to be the advisor that brings the greatest value to occupiers. Their values: work together, create value, be tenacious, embrace diversity, and enhance community.

When the Ottawa team has a big win, they celebrate together: team lunches, staff gatherings, a ceremonial bell, and plenty of high fives.

Arthur's advice for teams ready to take social reporting seriously

"Give it a try, you won't regret what you see when your dashboard is showing you all of your engagement efforts in one place. The conversations will begin and people will become more engaged."