Who They Are
Seneca Group is a real estate advisory and project management firm with over 30 years of experience delivering complex capital projects for clients across commercial office, healthcare, life science, education, cultural and luxury residential sectors. As their business expanded, so did the complexity of managing internal operations’ information, workflows, and team collaboration.
To scale effectively, Seneca Group needed a unified system to streamline operations, improve insights, and strengthen their data-driven decision-making—reducing inefficiencies that come from disparate tools and manual processes.
The Challenge
Like many fast-growing service firms, Seneca Group faced several operationalbottlenecks:
- Manual sales processes with suboptimal centralized repository of salesopportunities.
- Limited Sales Insight: Without centralized sales tools, it was difficult to manage leads and forecast revenue,
- Lack of Real-Time Reporting: Leadership required more robust insights to improve planning and decision-making
- Disparate project data sources leading to inefficient proposal and marketing processes.
- Disconnected Systems: Client project details resided in multiple,disparate locations, making it time-consuming to gather neededinformation.
- Manual Workflows: Without a unified platform, project histories weremaintained via manual updates – introducing potential inconsistencies andslowing down decision-making.
The Solution
Modelit partnered with Seneca Group to implement a customized Salesforce solutiontailored to their business model.
- Centralized CRM: We created a single source of contact and opportunity data within Salesforce, ensuring accuracy when used by all departments.
- Enhanced Sales Operations: Sales Cloud was configured to streamline lead tracking, opportunity management, and follow-up communications—all in one platform.
- Actionable Insights: Custom dashboards and real-time reports were deployed to give leadership instant visibility into project status, pipeline health, and key performance metrics.
- Workflow Automation: Some data management tasks were replaced with automated workflows to boost efficiency and accountability.
How We Helped
Seneca Group now operates with improved agility and clarity across their organization:
- Unified data access across teams, improving collaboration and speed.
- Fewer delays in locating and using valuable contact and opportunity data.
- Improved forecasting with better visibility into leads and opportunities.
- Executive insight via real-time dashboards that guide decision making.
- Scalable architecture that’s built to grow alongside the business.
“Our experience working with Modelit has been outstanding. They quickly learned our business and needs and provided top-tier product expertise and problem-solving. The pro service delivery was excellent—on time, within budget, and high-quality. Tremendous value at a very reasonable price!”
