Salesforce for Real Estate Industry Agent Scheduling [2024]

Salesforce for Real Estate Industry

Salesforce for Real Estate Industry offers an innovative solution tailored to the unique needs of the real estate industry. This robust platform empowers agents and agencies with comprehensive tools for customer relationship management (CRM), property management, lead generation, and streamlined communication. Leveraging Salesforce, real estate professionals can efficiently manage client interactions, track property listings, automate marketing campaigns, and monitor sales pipelines. With its customizable features and analytics-driven insights, Salesforce optimizes workflows, enhances client engagement, and helps real estate professionals make informed decisions, ultimately driving growth and success in the competitive real estate market.

Company Overview

Client works in the real estate industry.

Client is based out of Missouri, USA.

Cloud and Edition : Sales, Enterprise

System Overview and Challenges

The initiation and recording of these pivotal events were a manual endeavour, demanding substantial time and effort from the dedicated business administrators. This cumbersome process not only posed challenges in terms of resource allocation but also resulted in occasional oversights, leading to a diminution of customer satisfaction and eroding trust in the company’s commitment to service excellence.

Salesforce for Real Estate Industry

Solution

In addressing the identified operational bottleneck, the Kizzy team proactively undertook initiatives to implement a comprehensive automation solution, characterised by distinct naming conventions tailored to various event types. This strategic approach involved the development and deployment of individualised automations for both event creation and updates. To seamlessly integrate these automations with the existing data infrastructure, specialised custom scripts were meticulously crafted and employed.

Moreover, recognizing the importance of maintaining data integrity and ensuring a coherent record-keeping system, the team implemented a meticulous process. This involved the careful handling of existing data, allowing for the seamless addition of events to pre-existing records through the utilisation of the aforementioned custom scripts.

In order to enhance the accessibility and retrieval of information pertinent to any Listing, a custom component was developed and integrated into the operational framework. This component proved instrumental in providing a consolidated and comprehensive overview of all aspects related to the events of a given Listing. Through these concerted efforts, the Kizzy team not only successfully addressed the operational bottleneck but also established a robust and efficient automated system, thereby fostering improved operational efficiency and data management within the organisational ecosystem.

Results

  1. Events are now created automatically on the basis of field updates in records. Thus reducing human error and increasing the use of the salesforce out-of-the-box functionality.
  2. The Agents and administrators don’t have to work on event creation thus giving more time to the overall workforce.
  3. The custom component gives great visibility to the field agents helping them keep track of their future events.

Kizzy Consulting - Top Salesforce Partner

Kizzy Consulting

Kizzy Consulting is a Salesforce Ridge Consulting Partner in the USA and has successfully implemented 100+ Salesforce projects for 100+ clients across sectors like Financial Services, Insurance, Retail, Sales, Manufacturing, Real estate, Logistics, and Healthcare in countries like the US, Europe, and Australia. Get a free consultation now by emailing us at [email protected] or Contact us.

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