How Real Estate CRM Software helped Streamline Field Services?

Agent Productivity
Before
%
After
%
Real Estate CRM
Real Estate CRM Software

Key Metrics

  • 40% boost in Agent productivity
  • 2X faster Deal closures
  • 60% lesser Follow-up misses
  • 30% increase in Lead-to-Deal conversions
  • 50% quicker Client query responses

Objective

  • Implement Real Estate CRM software for client to track field operations.
  • Reduce Response times and boost Customer satisfaction.
  • Increase Conversion rates and Deal velocity

Key Highlights

  • Built a real estate CRM software on top of their Salesforce CRM for the client
  • Improved their client handling and lead tracking drastically.
  • Now, the real estate client can scale easily across India using their real estate client management software.

Timeline

05 months

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Project Background

Client Background

Client Industry: Real Estate and Field Services
Location: Noida, India

A mid-sized real estate company based in Noida, UP, India, wanted to upscale across North India while ensuring their field agents work in the best possible fashion.

For this, they would have to manage a lot of real estate field agents, keep track of them, ensure quick client response and get all this documented in real-time, or, in other words, they needed a real estate management software.

Objectives:

  • Streamline field services for real estate agents via real estate CRM software.
  • Centralize the client communication and lead tracking.
  • Automated follow-up reminders and site visit scheduling
  • Boost team collaboration and client satisfaction.
  • Decision-making information for Stakeholders

Challenges  

Disjointed Communication

There was a lack of proper and real-time communication between real estate sales agents and field agents due to the lack of field services industry software.
Due to this, the conversion rates of real estate deals were hampered.

Manual Lead Tracking

Since there was no Customer RElationshp Management (CRM) software for real estate agents, manual lead tracking was followed, and the current status updates relied heavily on field agents; this led to missed follow-ups and sales opportunities.

Lack of Visibility

It was difficult to track the estate agents’ performance and their client history.
This would demotivate hard-working agents, as their progress would not get documented and tracked properly.

Poor Scheduling and Coordination

Due to a lack of proper communication, tracking and manual data entry, the scheduling of client visits and proper coordination suffered.

Higher Dependency on WhatsApp & Spreadsheets

The real estate business had to rely on Google spreadsheets and WhatsApp for updates, but this required constant updating, which is not possible for field agents.

Difficulty in Salesforce Usage & Integration

The real estate client’s employees (especially the field agents) were not technically sound enough to use and integrate various features of Salesforce properly. This hampered the optimum usage of the Salesforce CRM for lead management.

Solution

Implementation

Application Screenshots

Application Screenshots

Results  

Quantitative
Results

Qualitative
Results

Client Feedback
and Ratings

Future
Plans

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