Customer Story
A real estate client sought to develop a customized Salesforce application that addressed the specific needs of housing and commercial builders and developers in their region. Recognizing the limitations of existing CRM solutions, the client partnered with Cymetrix to create a tailored application that would streamline processes, enhance efficiency, and provide a competitive edge.
- Salesforce Sales Cloud
- Salesforce Experience Cloud
From our detailed conversation with the client and their team, we were able to identify their goals, requirements, and challenges. Here’s a glimpse into the core challenges that hindered their business processes:
- Lack of Customization and Industry-Specific Features: Existing CRM solutions were unable to meet the unique requirements of real estate builders and developers, leading to inefficiencies and limitations in managing projects, contracts, and client relationships.
- Time and Budget Constraints: The client needed to develop the application within a tight timeframe and budget while maintaining high standards of quality and functionality. This presented a significant challenge in balancing resources and prioritizing development efforts.
- AppExchange Compliance: The application needed to meet the stringent requirements and standards of the Salesforce AppExchange to ensure broader accessibility and adoption. This involved ensuring compatibility, security, and performance standards.
To address the challenges faced by the real estate client, we developed a comprehensive solution leveraging Salesforce Sales Cloud and Experience Cloud. Our approach included the following key components:
- Salesforce Sales Cloud Foundation: We utilized Salesforce Sales Cloud as the foundation for managing leads, opportunities, accounts, and contacts, tailoring the CRM to the specific needs of the real estate industry.
- Customer-Facing Portal with Experience Cloud: We leveraged Salesforce Experience Cloud to create a customer-facing portal that provides self-service capabilities for clients. This enabled them to access real-time project updates, and documents, and collaborate with the development team.
- Custom Feature Development: We developed custom features and functionalities to address the unique requirements of housing and commercial builders, including project management, contract management, document sharing, and collaboration tools.
- Rigorous Testing and Quality Assurance: We conducted thorough testing to ensure that the application performed smoothly, met the client's requirements, and offered a user-friendly experience. This included functional testing, usability testing, and performance testing.
- Ongoing Support and Maintenance: We provided ongoing support for the application, addressing issues, implementing enhancements, and ensuring a seamless user experience. This included regular updates, bug fixes, and proactive maintenance.
- AppExchange Compliance: We ensured that the application met the technical and security standards required for listing on the Salesforce AppExchange. This included adhering to Salesforce's guidelines for security, performance, and user experience.
The implementation of our custom Salesforce application and other solutions for the Real estate company yielded significant benefits. Here’s what the client observed:
- Our custom-built application was embraced by over 10 real estate developers in the region, demonstrating its effectiveness in meeting their specific needs and optimizing their workflows.
- The application received an award, recognizing its innovation and positive impact on the real estate industry. This acknowledgment validates the value and effectiveness of the solution.
- Despite time and budget constraints, the application was developed with the necessary features to meet the client's requirements without compromising quality. This showcases our ability to deliver exceptional results within challenging circumstances.
- The Experience Cloud-powered portal enabled self-service features for clients, providing them with real-time project updates, document access, and the ability to collaborate with the development team. That improved client satisfaction and strengthened relationships.
Other Transformations Executed
About Cymetrix Software
As a Salesforce App Development Company, Cymetrix has access and deep expertise in the entire suite of Salesforce offerings and eco-system. We have a certified team of more than 150 consultants on Salesforce products. Our experience in designing and developing products and IPs on Salesforce platform enables us to design industry specific, customised solutions, with intuitive user interfaces.
