Salesforce Implementation for real estate firm to manage all their inquiries and customer details
17%
Reported progress in engagement and response to customer queries
55%
Effectiveness and management of the leads
70%
Effectiveness and management of the leads
Overview
From scattered records to a single automated flow
What You Need To Know
Efficient lead management and data organization are crucial for maintaining a competitive edge and providing superior client services across multiple countries.
Why It Matters
Greenstone Ventures, a France-based real estate company with global operations, sought to streamline its inquiry management and customer data handling through a comprehensive Salesforce implementation.
What HIC Did
HIC Global Solutions implemented a tailored Salesforce solution that not only addressed Greenstone Ventures’ immediate operational challenges but also positioned the company for scalable growth and improved client services across its international markets.
Challenges Faced
Bottlenecks slowing every hand-off
Overwhelming Inquiry Volume:
The global nature of operations led to a high volume of inquiries and customer data, becoming increasingly difficult to manage efficiently.
Complex Data Management:
Tracking leads, sales records, and client services across various offerings and locations posed significant challenges.
Inefficient Deal Management:
The existing system struggled to effectively manage deals and create performance dashboards for agents.
Productivity Hurdles:
These complexities hampered overall productivity and impeded the company’s growth potential.
About the Company
Operating out of France, Greenstone ventures is a real estate company that has more than 15 years of experience with leading estate agents and property developers.
The company helps real estate agents cater to clients located in Europe, including Anglo-Saxon, Benelux, and Scandinavia, to deliver real estate products and services.
Greenstone Ventures also helps its clients in better financial and legal stages of the authentic deed of sale and delivery of housing.
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Solutions Offered by HIC
One pipeline, from record discovery to secure delivery
Advanced Property Filtering System
Implemented multiple filters in the ‘Property Information’ section, allowing easy differentiation between available properties.
UI Develoment for Streamlined Lead Management
Developed a user-friendly interface with backward and forward navigation buttons for efficient lead and record management on a single page.
Building Custom Dashboard
Created detailed sales detail pages and agent dashboards to provide a holistic view of company performance and individual agent progress.
Property Matching Feature Implementation
Implemented a ‘matched properties’ button to quickly display lists of available properties meeting specific criteria.
