Real Estate
Case Study
Country : INDIA/USA
Environment : Service Cloud
Challenge
⇒ Lead managements was becoming cumbersome.
⇒ Tracking multiple sources of leads i.e., inbound call, website, agent, websites.
⇒ No visibility into tracking sales reps performance.
⇒ Calculate commissions of agent & sales rep.
⇒ Maintain site visits schedules for clients and the sales rep.
⇒ Manage the booking and inventory of flats and villas.
⇒ Unable to maintain and track documentations.
⇒ No tools for track payment installments and reminders to customers.
⇒ Post sales complaint management.
⇒ Management visibility was missing.
Solution
⇒ Salesforce Lead Management modules allows users to capture leads coming from Web To Lead, From Email to Salesforce & provides end-to-end management into a single system.
⇒ Implemented CTI integration to capture incoming calls information.
⇒ Custom Build Solution – Commission calculation, Site visit tracked with sales rep, Allocation of booking of flats and villas, upload and track documentation of salesforce platform.
⇒ Payment gateway integration.
⇒ Maintain payment schedule sending reminders and collection of the payments.
⇒ Create case for any complaints raised by customer and service team managing the same.
⇒ Creating reports and dashboards.
Result
⇒ Complete control over lead management cycle – leads, follow-ups, site visits & closure, visibility of targets vs. achievements.
⇒ Better visibility on ongoing and upcoming booking.
⇒ Customer account management visibility with complete details tracking and managing.
⇒ Visibility and management of the payment schedule enforcing effective follow up and collections.
⇒ Aftersales support management help customers to issues resolved timely.
⇒ Better visibility into reports for management for sales and service team.
Implementation
Design
Salesforce™ Integration
Services
Custom App
Development
Sales Process
Automation
Service Process
Automation
Salesforce™ Migration
Automation
Real Estate
Process Flow
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