Real-estate
The client is a real estate company operating in the United States, with a focus on residential properties. The company has been in operation for over a decade and has a team of experienced real estate agents who specialize in buying, selling, and renting residential properties. The company has a strong online presence and offers a wide range of real estate services through its website.Â
Industry : Real-estate
Tools & Technology: Salesforce sales, marketing clouds and Einstein analytics
Challenges
Salesforce Service Cloud
The real estate company faced several challenges in managing its sales and marketing operations. The company’s sales team was struggling to keep track of leads and follow up with prospects in a timely manner. The company’s marketing efforts were not yielding the desired results, and the company was finding it challenging to engage with its target audience effectively.Â
Our
Approach
Expro Softech recommended implementing Salesforce Sales Cloud, Salesforce Marketing Cloud, and Einstein Analytics to help the real estate company address its sales and marketing challenges. The following are the details of the approach taken:Â
Salesforce Sales Cloud: Salesforce Sales Cloud was implemented to help the company manage its sales pipeline more effectively. The following functionalities were configured:Â
- Lead management: A customized lead management process was implemented, which allowed the company’s sales team to prioritize leads based on their potential value.Â
- Opportunity management: A structured opportunity management process was established, which enabled the sales team to track the progress of each opportunity from initial contact to close.Â
- Collaboration: A collaborative environment was created, which allowed the sales team to share information and insights with each other, resulting in better team coordination.Â
- Reporting: Customized sales reports were created, which provided the sales team with real-time insights into their performance and helped them identify areas for improvement.Â
Salesforce Marketing Cloud: Salesforce Marketing Cloud was implemented to help the company improve its marketing efforts. The following functionalities were configured:Â
- Email marketing: Customized email campaigns were created, which targeted the company’s existing and potential clients. These campaigns were designed to be engaging and informative, resulting in increased engagement and higher click-through rates.Â
- Social media marketing: A social media marketing strategy was developed, which helped the company increase its online presence and engage with its target audience more effectively.Â
- Marketing automation: Marketing automation was implemented, which allowed the company to streamline its marketing efforts and deliver personalized content to its target audience.Â
Einstein Analytics: Einstein Analytics was implemented to help the company gain insights into its sales and marketing performance. The following functionalities were configured:Â
- Customized dashboards: Customized dashboards were created, which provided the company with real-time insights into its sales and marketing performance.Â
- Data visualization: Data visualization tools were implemented, which allowed the company to analyze its data and identify trends and patterns.Â
- Predictive analytics: Predictive analytics tools were implemented, which allowed the company to forecast future sales and marketing trends accurately.Â
Result
The implementation of Salesforce Sales Cloud, Salesforce Marketing Cloud, and Einstein Analytics resulted in the following benefits for the real estate company:Â
- Increased sales productivity: The sales team was able to manage their leads and opportunities more efficiently, resulting in a 20% increase in sales productivity.Â
- Improved lead conversion rates: The lead management process allowed the sales team to prioritize leads effectively, resulting in a 15% increase in lead conversion rates.Â
- Higher engagement rates: The email and social media campaigns resulted in a 25% increase in engagement rates.Â
- Improved data accuracy: The implementation of Salesforce Sales Cloud and Einstein Analytics resulted in improved data accuracy, which allowed the company to make better-informed business decisions.Â
Feedback
The real estate company was extremely satisfied with the implementation of Salesforce Sales Cloud, Salesforce Marketing Cloud, and Einstein Analytics. The company’s sales and marketing teams found the new tools and functionalities easy to use and highly effective in addressing their business challenges.Â
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