Industry
Real-Estate
Tech stack
Salesforce Marketing Cloud
MS Azure Cloud
About the Client
The client is one of the largest real estate companies in the UAE and is currently developing multiple projects across the federation.
The client had an Oracle system for all of their back-oRice operations, and the requirement was to implement a unified platform to manage all the customer touchpoints for pre-sales, sales, and post-sales operations.
The client desired to integrate Salesforce CRM to manage business processes.
The problem
The following were the key processes that needed to be managed using the Salesforce platform:
- Lead management and tracking from diverse sources, such as web, walk-in customers, mailers, and SMS outreach.
Build, run and manage the campaigns to contact new leads and existing customers.
Keeping current inventory details of all Projects, Properties, Towers, and Units available for sale.
After-sales services include answering customer questions, resolving customer issues, and so on.
Opportunity management for closing active customer deals.
The Solution
Salesforce integration- one solution for multiple problems
Salesforce CRM connected the dots by bringing project management, property management, customer management, inventory management, agent management, quality inspection, and vendor management on a unified platform. With our Salesforce sales automation solution, agents, brokers, and developers could easily track and manage all clients and their agreements and focus on closing more deals.
Case Management with Service Cloud
A pre-defined set of workflows and escalation rules monitored the SLA and routed the case to the appropriate owner for resolution.
Analytics to know potential customers better
Salesforce provides built-in analytics that can bring together the right data from thousands of data points and help create a customer persona. Through this, the client understood the customers’ needs and oRered them properties that were more suitable to their preferences, thereby increasing the revenue potential.
Deployed Einstein bot
We implemented an Einstein bot in the system for quick and accurate customer interaction, eliminating the unnecessary involvement of a Human Agent.
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