Salesforce for Real Estate Industry Agent Scheduling [2024]

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 client procures and retails properties and follows through various stages for these processes. These stages require events for the sales team to follow up on the end-user-client. The initiation and recording of these pivotal events were a manual process, demanding substantial time and effort from the dedicated business administrators. This was one issue, the second issue was that when suggesting Properties, the Sales team wanted to be able to see a map where they could look at the nearby properties for the buyer.

The cumbersome event process not only posed challenges in terms of resource allocation but also resulted in occasional oversights. Apart form that, not being able to look at properties in a live screen required the agent to look at all properties using the address. This lead to diminution of customer satisfaction and eroding trust in the company’s commitment to service excellence.

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.

Apart from this, Kizzy team tailored a custom component, which worked in the following way:

1. A custom component was created and put up on the Buyer Properties detail page.
2. This custom component looks into Seller properties with the same city and postal code.
3. All such Seller properties are put on the map component in the Buyer Property page.
4. This helps the sales rep in deciding which Property they can suggest to the Buyer.

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. Live Property suggestion component reduced the Sales teams’ extra efforts by upto 40% in 3 months.
3. The Agents and administrators don’t have to work on event creation thus giving more time to the overall workforce.
4. The custom component gives great visibility to the field agents helping them keep track of their future events.