Intergration Of Salesforce For A
Real Estate Business


cloudy

cloudy

About Company

Client is an international leader in urban real estate development, management, and leasing. We have a portfolio of award-winning projects that span across North America, Europe, and Asia. They wanted a customized solution to manage the overall residential leasing process effectively. They were looking for a front and back end systems for actual lease agreement and collecting rent payments, tracking all of the data associated with the lease agreement and maintaining all of the records.


Project Challenges

One of the major challengers the client facing was to manage the overall residential leasing process effectively. Due to which managing the data and keeping track record of lease agreements and rent collection was a tough task.

The front end system is responsible for managing the actual lease agreement and collecting rent payments, while the back end system is responsible for tracking all of the data associated with the lease agreement and maintaining all of the records.

The client was lacking in maintaining lead generation, customer relationship management, contract management and accounting.

cloudy

cloudy

Solutions

Salesforce is a great option for both front and back end systems, as it offers a lot of features and flexibility. For the front end system, Salesforce can be used to manage the lease agreement and collect rent payments. For the back end system, Salesforce can be used to track all of the data associated with the lease agreement and maintain all of the records. Salesforce also offers a lot of customization options, so you can tailor it to fit your specific needs.

Cloudy Coders provided a custom Salesforce Implementation to overcome the mentioned challenge. Client has got below benefits from this solution.

  • Viewings can be scheduled and tracked
  • Send and collect resident applications digitally along with the supporting documents.
  • Assess the credit, criminal, and housing court records of prospective tenants and guarantors
  • Automatically generate renewal opportunities prior to lease expiration
  • Assign maintenance requests from the company extranet to maintenance personnel

Results

In addition to managing inventory availability across a portfolio of buildings from a single location, the client gained a clear understanding of their entire business. As a result of their ability to search, view, and select available inventory on a building-by-building basis, their team has outperformed prior numbers.

Time for Inventory Management: Reduced by 70%
Data Management and Record Tracking: Improved by 80%
Customer Experience: Improved by 70%

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