With a presence across 425+ Indian cities, Our client provides expert real estate advisory services for commercial and residential needs. Their expertise extends to specialized leasing and investment strategies, making them a trusted partner for clients seeking comprehensive real estate solutions.
Our client faced significant challenges in their sales processes, impacting efficiency and customer engagement. Their reliance on spreadsheets, complex data management, and the ineffective communication channels led to financial losses and a tedious sales journey.
These included:
Data management complications: Managing client data and leads across multiple platforms was cumbersome and inefficient. Managing sales through spreadsheets led to calculation errors and data entry, resulting in financial losses.
Poor customer engagement: Reliance on scattered communication channels like email, SMS, and WhatsApp hindered effective customer engagement and communication. Tailoring suggestions to individual customer needs and locations was complex and time-consuming.
Inefficient proposal creation: Generating property proposals considering various parameters was tedious and prone to errors.
Lack of document automation and payment tracking: Manually handling post-sale documentation was time-consuming and susceptible to delays. They monitored and managed payment terms after property sales were cumbersome and prone to errors.
We addressed these challenges by implementing a customized Salesforce CRM solution with the following features:
Google Maps API Integration:
Sales reps could access a Google Maps bookmark within the CRM, displaying all available properties in a particular area. This saved them significant time and effort during client interactions.
Automated Proposal Generation:
Custom templates enabled the sales team to generate comprehensive property proposals and contracts easily in PDF or Microsoft PowerPoint format.
Customized Sales Process Flow:
We created separate process flows for different inquiries (sale, rent, lease, etc.), allowing the team to cater to diverse client needs with a tailored approach.
The Custom CRM solution led to a transformation in client’s operations, showcasing several key benefits:
Improved Productivity: The integrated application streamlined the entire business cycle, from lead acquisition to sales, reducing redundancies and enhancing overall productivity.
Automated Processes: The automated generation of proposals and reports and lead capturing from digital media significantly reduced manual efforts. This automation resulted in faster turnaround times and improved overall efficiency.
Enhanced Buyer Engagement: Integration with external apps and platforms allowed the sales team to target and engage buyers more effectively, resulting in increased customer satisfaction and a higher rate of successful transactions.
Technology and Tools Used:
Salesforce CRM, Google Maps API, Third-Party Integrations, Communication Channels
The client’s collaboration with us and the implementation of the Salesforce CRM solution markedly improved their sales processes, customer engagement, and overall operational efficiency. The successful integration of technology addressed the existing challenges and positioned the firm for sustained growth in the dynamic real estate industry.