FairDeal Realtors Salesforce for property management and lead tracking

Salesforce Real Estate Automation for FairDeal Realtors in India

FairDeal Realtors - IndiaReal EstateSalesforce1 Resources3 Months

Challenges

  • Manual Property & Inquiry Management: Fairdeal Realtors was manually collecting property listings and customer inquiries from platforms like Magic Bricks and 99 Acres, resulting in delayed responses and missed opportunities.

  • Lack of Centralized Lead Tracking: Without a structured sales funnel, consultants found it difficult to manage and follow up with leads effectively.

  • No Automated Proposal Generation: Property consultants had to manually search for similar listings and create proposals, leading to inconsistencies and slower turnaround.

  • Lack of Smart Search: Agents manually searched for properties that matched customer requirements, leading to inefficiencies and longer response times.

  • Limited Data Access Controls: Consultants didn’t have location-specific access, causing clutter and confusion when managing properties and inquiries.

Looking to scale up your Real Estate business with Salesforce? Learn more about our Salesforce service.

Tools & Technologies

SalesforceApexMagicBrick API Integration99 Acres API IntegrationLWCFlowPDF
5/5

Really appreciate the quick & to the point response from Jayesh on one of our projects!!.


Akshay Gupta - CRM Head

Solution

  • Real Estate Portal Integration: Integrated Magic Bricks and 99 Acres into Salesforce to automatically import new property listings and inquiries in real time, reducing manual work and improving lead response time.

  • Custom Sales Funnel Implementation: Built a structured sales funnel within Salesforce to efficiently manage incoming inquiries, track progress, and improve conversion rates.

  • AI Powered Matching Property via LWC: Developed a Lightning Web Component to display matching properties based on customer requirement like Buy/Rent, Location, Price etc, with filtering and pagination features to help consultants quickly generate personalized proposals.

  • Dynamic PDF Property Proposal Generator: Fairdeal Realtors implemented an automated proposal generation system that shortlists properties based on customer requirements and compiles them into a professional PDF. The system then sends the proposal directly to the customer via email, streamlining communication and reducing turnaround time.

  • Role-Based Data Access: Configured Salesforce sharing settings to allow consultants to access only the property and inquiry data relevant to their assigned cities, ensuring better data control and consultant focus.

Inspired by This Success Story?

Company Info

  • Name:FairDeal Realtors
  • Location:India
  • Industry:Real Estate
  • Visit Website

Project Details

  • Duration:3 Months
  • Type:Salesforce
  • Resource:1

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