- 📍 Location: USA
- 🏭 Industry: Real Estate
- 💼 Domain: Property Dealership & Customer Relationship Management (CRM)
Challenge
The client, a real estate property dealer in the USA, faced multiple issues with their manual CRM processes and fragmented systems:
- Delayed customer responses and poor communication.
- Lost client opportunities due to slow or missed follow-ups.
- Increased transaction errors and inefficiencies.
- Lack of centralized property and customer data hindered decision-making and scalability.
Needed a scalable solution to streamline property listings, improve engagement, and enhance operational productivity.
Solution
We implemented a customized Salesforce CRM integrated with essential communication and transaction tools:
- Automated lead & opportunity tracking with reminder workflows.
- Created custom property-matching objects for better agent–client alignment.
- Streamlined listing, onboarding, and transaction workflows.
- Integrated communication tools (SendGrid, WordPress, Digital Transaction Systems) for seamless interaction.
- Delivered end-to-end visibility across residential and commercial property pipelines.
Business Impact
The solution delivered tangible improvements in sales, customer experience, and operational efficiency:
- 📞 Improved customer engagement and faster response times.
- 🏡 Enhanced sales cycle visibility and accurate property matching.
- ✅ Reduced operational delays and manual follow-ups.
- 📊 Boosted agent productivity, meeting commercial and residential property needs effectively.
- ✨ Strengthened brand reputation through innovation and service excellence.
Tech Stack
Technology:
- Salesforce CRM
- API Integrations
- Automated Workflows
- Custom Objects
Cloud: Salesforce Cloud, Digital Transaction Cloud
Tools: VS Code, SendGrid, Workbench, DocuSign, WordPress