About the Client
Online peer-to-peer or 'peer-toprofessional' real estate crowd funding marketplace that connects professional real-estate developers needing to finance their real-estate projects to willing lenders or real-estate investors.
automatic data cleaning/ data transfer/ DE duplicating data through integration of third-party systems
- Customer wants to implement the CRM for to manage time to time activities
- Integration with third party on request process
- Automatic lead generation from Web, toll-free phone calls, live chats etc.
- Automatic assignment of leads to agents and define SLAs automatically as per client requirement
- Automatic conversion of leads into opportunities/contacts/accounts on defined requirements
- Successfully integrated the Salesforce system with different third-party systems (as required by the client) to process requests
- Maintain customer data in the form of leads, contacts, accounts, opportunities
- Automatic Data Cleaning/ Data Transfer/ DE duplicating data
- Sending emails to the customer automatically on defined requirements with email templates
- Generating reports and dashboards to analyze sales trends and for various other purposes
- To automate sales process, we used Salesforce functionalities like workflows, process builder, triggers, apex classes, custom of pages, validation rules, reports, dashboards, auto assignment rules, email templates and custom objects
- Resulted in faster and smarter support to customers
- Case management, service consoles, telephony integrations, live chats, social network integrations were an integral part of the customization