The client, a prominent real estate firm in India, has gained acclaim for its high-quality residential and commercial properties in Mumbai and Goa and focused on creating modern spaces for families, professionals, and businesses to thrive, to manage customer relationships, opportunities, property information, payments, and milestones.
The client faced challenges managing customer inquiries and needed more automation for customer follow-up and de-duplication. Manual processes could have improved their ability to focus on critical tasks, such as meeting staffing demands. Real-time analytics were absent, impeding proactive business management. Additionally, their underdeveloped mobile application restricted access to information in the field, necessitating return trips to the office.
Challenges were:
Delayed Responses: Inability to respond promptly to customer queries due to manual follow-up processes.
Lack of Real-time Analytics: The absence of real-time data analytics hampering business insights.
Mobile Application Limitations: Underdeveloped mobile app hindering on-the-go access to crucial information.
Manual Tasks: Heavy reliance on manual tasks prevents focus on strategic activities.
We addressed the client’s challenges by implementing Salesforce Sales Cloud. The comprehensive solution streamlined sales processes for existing and potential clients. The Sales Cloud implementation covered opportunity and quote management, project and property management, car parking management, broker management, property transactions, and account transactions.
Key Features Implemented:
Integrated Sales Processes: Comprehensive network for managing sales tasks, contacts, and activities.
Payment Management: Integrated payment system for efficient tracking of payments.
Multi-Channel Integration: Integration with email (G-suite), SMS, WhatsApp, and IVR .
The following results were achieved from this implementation.
Efficient Lead Closure: Timely allocation, tracking, and closure of leads, enhancing overall efficiency.
Activity Tracking: Comprehensive tracking of various activities and leads pipeline.
Enhanced Customer Experience: Clients accessed all relevant data in one centralized location.
Improved Sales Performance: The sales team accessed consolidated sales data, resulting in faster deal closures.
Data Centralization: Availability of all data in one place improved reporting capabilities.
Implementing Sales Cloud transformed the client’s sales operations, addressing key challenges and significantly improving efficiency, customer experience, and overall sales performance. The integrated solution provided a comprehensive platform for managing diverse aspects of the real estate business, contributing to the client’s commitment to excellence in the industry.