Salesforce Real Estate Automation for FairDeal Realtors in India

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.

Tools & Technologies

Solution

• 1

  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.

• 2

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

• 3

  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.

• 4

  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.

• 5

  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.