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Salesforce Lead Management and Automation Enhancement for Real Estate Firm
  1. case
  2. Salesforce Lead Management and Automation Enhancement for Real Estate Firm

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Salesforce Lead Management and Automation Enhancement for Real Estate Firm

alliancetek.com
Real estate
Business services
Retail

Challenges with Lead Management and Data Centralization

The client faced difficulties consolidating contact data from various sources, leading to data redundancy and inefficient lead management. They lacked a centralized system to locate, update, and manage leads effectively. Alerts for event attendees were manually managed, leading to potential missed opportunities.

About the Client

A leading real estate firm providing property search, buying, and selling services through its website.

Project Goals

  • Develop a centralized lead database within Salesforce.
  • Automate lead management processes for improved efficiency.
  • Enhance event management by automating attendee alerts.
  • Reduce manual data entry and improve data accuracy.
  • Increase lead conversion rates through targeted communication.

Functional Requirements

  • Lead data merging from MS Excel, MailChimp, and EventBrite.
  • Automated lead alerts for EventBrite attendees (day-prior reminder).
  • Centralized contact management within Salesforce.
  • Data cleansing and deduplication capabilities.
  • Mass data import from Excel files.
  • Integration with EventBrite for lead capture and management.
  • Workflow automation for event reminders and lead follow-up.

Preferred Technologies

Salesforce
MailChimp
EventBrite
MS Excel

Required Integrations

  • EventBrite API
  • MailChimp API
  • Microsoft Excel

Non-Functional Requirements

  • Data security and privacy compliance.
  • Scalability to handle increasing data volumes.
  • System performance and responsiveness.
  • User-friendly interface for Salesforce management.

Expected Business Impact

The project is expected to improve lead management efficiency, reduce manual effort, enhance customer engagement through automated alerts, and ultimately contribute to increased sales and revenue.

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