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 Implemented Salesforce for a Leading International Organization Case Study
Case Study

A Leading US-based Real Estate Firm Enhances Customer Engagement with Salesforce Marketing Cloud

Client

The client is a global leader in real estate services, tracing its origins back to 1906. It has grown through strategic acquisitions and expansions, offering a comprehensive range of services. The client is recognized for its performance, sustainability, and ethical practices, and continues to innovate and expand its global footprint, delivering exceptional real estate solutions.

Industry

Real Estate


Region

USA

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Challenges

The client faced significant challenges due to a fragmented data landscape and cumbersome property management systems, hindering effective decision-making.

Data integration issues arose from inconsistent object modelling and data redundancies, necessitating extensive analysis for accurate data field mapping. Data loading was further complicated by duplication and record merging.

Solution

Datamatics introduced Sales Cloud and Einstein Analytics, and support for Marketing Cloud to improve business processes and identify opportunities.

The User and Lead Interaction System integrated external systems, facilitating lead capture within and outside the Salesforce ecosystem.

Various tools and microservices were integrated to centralize lead data within Salesforce. Additionally, applications were introduced to simplify user activation and deactivation, enabling users to directly manage their accounts within the Salesforce environment.

Impacts

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Enabled Salesforce implementation "Right First Time. On-Time"

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SalesRep performance increased by 20%

by developing automations at lead and opportunity level
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Reduced the Mulesoft cost by developing the Integration framework.

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Improved opportunity closed won percentage

by enabling opportunity team member functionality

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