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Real-Time Lead Assignment System Modernization

launchpadlab.com

Real estate

Information technology

Inefficient Lead Assignment System Limitations

Existing lead assignment system suffers from slow API-based synchronization between Salesforce and AWS, causing timeouts, rate limitations, data inaccuracies, and manual intervention due to complex business rules and growing agent networks

About the Client

A top-rated, fast-growing real estate brokerage with 500+ agents across New England and Florida, specializing in buyer/seller/renter services

Modernize Lead Assignment Infrastructure

Implement real-time lead ownership determination
Eliminate manual intervention through automated accuracy
Support multi-office operations with regional marketing variations
Ensure scalability for future agent and lead volume growth

Core System Requirements

Bidirectional Salesforce-PostgreSQL synchronization
PostgreSQL trigger-based lead filtering
Custom business logic encapsulation
Automated testing framework with high code coverage
Real-time assignment verification dashboard

Technology Stack Requirements

Ruby on Rails

Heroku platform

PostgreSQL

Heroku Connect

Salesforce CRM

System Integration Needs

Salesforce API integration
Heroku Connect data synchronization
PostgreSQL database triggers

Operational Requirements

Sub-500ms response time for lead assignment
99.99% system uptime SLA
Horizontal scaling capability
Data integrity validation mechanisms
Comprehensive audit logging

Streamlined Lead Management and Operational Efficiency

Expected outcomes include immediate reduction in assignment errors, 70% faster lead processing times, elimination of manual corrections, and improved agent productivity through reliable automated routing, enabling focus on core business growth activities