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Beyond Boundaries: Real Estate Excellence Fueled by Salesforce Innovations

May 15, 2020
Real Estate
Salesforce Community Cloud & DocuSign
Salesforce Integration Services
Build Your Idea

About the Company

This time our client owned a real estate organization based in Arizona, United States, offering comprehensive property solutions. Their integral services encompass the seamless facilitation of property transactions, including buying, selling, and renting, all conveniently accessible through our user-friendly website.

Committed to providing exceptional property management, they aimed to carve out their significance in the ever-evolving real estate landscape, transforming the quest for an ideal property into an engaging journey.


In the bustling world of real estate, our client, an Arizona-based hub for property enthusiasts, found themselves at a crossroads. Their expansive website, a digital shopping platform for property dealers, was a treasure trove. The client grappled with a sprawling website catering to property dealers, where managing leads became an arduous task. Their existing system lacked in offering agents a seamless listing, managing, and tracking properties and leads while effectively nurturing customer relationships.

Deeper into the challenge, agents encountered a maze of opportunities within each listing, presented as customer bids. Navigating this sea of deals became a daunting task, demanding a feature that could not only identify the best opportunities but also nurture them to fruition.

The hurdles extended to lead management, where the client sought a seamless process for verifying customer authenticity. Each lead required a different set of documents, creating a bottleneck in the conversion process. Post-verification, agents faced the cumbersome task of sending multiple documents to close the deal, yearning for a feature that would streamline this process and mark the property as sold—all of this wasn’t happening on their current platform.

Following are marked as key challenges in this case:

  • Ineffective lead and deal management for agents.
  • Lack of cohesive performance monitoring and profit tracking.
  • Cumbersome document validation and closure process for converted leads.

Check how our Salesforce experts too over the stage to facilitate transformation and take them on a journey from complexity to clarity, from missed opportunities to strategic deal-making.


Embarking on a groundbreaking real estate transformation, we seamlessly integrated Salesforce with the client’s website, establishing a robust foundation for Lead Management. A pivotal advancement came with the introduction of the Partner Community Portal, taking them in a revolutionary era. This innovation empowered agents to effortlessly convert leads into opportunities, offering panoramic views tailored for managers and directors seeking comprehensive insights.

A noteworthy feature unveiled itself in the portal’s capability to track multiple deals on a single property, fueled by the dynamic capabilities of Community Cloud. This empowered agents to navigate through various opportunities and strategically select the most promising ones. The integration of DocuSign within the Partner portal streamlined the documentation process, transforming the transition of leads into closed deals into a seamless, trackable, and hassle-free journey.

In the realm of real-time insights, managers received instantaneous updates on the status of sold properties. This transparency facilitated informed decision-making and proactive portfolio management, adding a layer of strategic agility to the client’s operations.

As a nod to modernity, Cyntexa introduced a mobile-responsive Community, extending accessibility to agents on phones and tablets. This tailored solution not only revolutionized real estate management but also ushered the client into a new era of efficiency and convenience.


“In the competitive real estate landscape, every lead is crucial. Cyntexa took on the challenge of optimizing this client’s operations and aligning them seamlessly with their portal framework. Through constant communication and understanding of their unique requirements, we ensured a streamlined system that empowers their agents to manage properties with technological finesse. Cyntexa’s expertise turned this challenge into an opportunity, redefining their operations with an impact that goes beyond measure.”


  • Seamless Salesforce integration boosts lead-to-opportunity efficiency.
  • Community Cloud-powered portal enables agents to track and select promising opportunities.
  • DocuSign integration streamlines document generation and sharing via email.
  • Managers receive live updates for informed decision-making and proactive portfolio management

Improved Sales Productivity


Implementation Made Tracking Feasible


Increase in Customer satisfaction

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