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Salesforce Community Setup for Real-Estate Organization

Introduction

Industry

Real Estate

Products

Community Cloud

Capabilities

Build and Implement

The client is a real estate organization in the United States. They provide services to buy, sell, and rent properties on their website.

Project Challenges

The client owns a huge Real-Eastate organization. They want to expand their business and provide enhanced user experience to their customers as well as sales agents.To accomplish this they want to set up a community which takes care of the following challenges :

  • Community Setup – The client has Sales Agents to sell the properties on their website. They are now looking to set up a Community from where Sales Agents can log in and can manage their customers at various levels.
  • Set permissions – They want a system wherein the Manager/Director will have the option to monitor the Sales Agents profits on various properties.
  • Setup roles – Also, they wanted a feature where users having a manager/director role can take final actions on the properties.

                    Case Study Challenges Image

Project Challenges


                    Case Study Challenges Image

The client owns a huge Real-Eastate organization. They want to expand their business and provide enhanced user experience to their customers as well as sales agents.To accomplish this they want to set up a community which takes care of the following challenges :

  • Community Setup – The client has Sales Agents to sell the properties on their website. They are now looking to set up a Community from where Sales Agents can log in and can manage their customers at various levels.
  • Set permissions – They want a system wherein the Manager/Director will have the option to monitor the Sales Agents profits on various properties.
  • Setup roles – Also, they wanted a feature where users having a manager/director role can take final actions on the properties.

                    Case Study Solution Image

Project Solutions

We implemented the following solution to overcome the above challenges for our client

  • Salesforce Integration with the website: We set up the integration between the Salesforce and the website. The leads information from the web application is shared via API to Salesforce and it gets stored in it.
VIEW COMPLETE SOLUTION

Project Solutions

project

We implemented the following solution to overcome the above challenges for our client

  • Salesforce Integration with the website: We set up the integration between the Salesforce and the website. The leads information from the web application is shared via API to Salesforce and it gets stored in it.
VIEW COMPLETE SOLUTION

Project Result

Witness the increase in productivity and reduction in time upon successful delivery of the project.

Improved Sales Productivity by

70%

The implementation made tracking feasible by

70%

Increase in Customer satisfaction by

30%

Client Review

Great job done by Cyntexa.

They did a great job of setting up a community for us using Salesforce community cloud. Their service was exceptional and our organization benifited a lot from that.

star star star star star

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