A Real Estate Service Provider is one of the Top Reputed 500 brokerage companies in San Francisco. As the company rooted out of Silicon Valley the company as a whole was very forward thinking and innovative. The company takes great pride in offering industry-specific and matchless service to its clients with an extensive quick growing network of the real estate agent. They grew drastically in a short span which called for a Smart CRM to address daily operations and productivity issues and much more.
Many developers worked on the same project and there is no code comment anywhere in project. So to understand the present code is very difficult.
Global Search Feature
With a consistently exponentially growing company paperwork and filing is a very crafty, time-consuming and complex task.
Global Search Feature
The employee efficiency also takes the hit due to multiple systems to perform their daily routine tasks and reports.
Paypal Invoice Integration.
Tracking leads and sales get tedious with increasing numbers as the month goes by.
We managed to complete this feature taking help from the paypal site, the steps followed to complete this feature is available here: https://docs.google.com/document/d/1KhFFdRGcJnMhTrG2tq2x2PiWF5uwahwSgWxbWOSWgo0/edit
- Personalized and Customized User Dashboard
- Business Plan utility Tool enables agents to create their daily plans and started specifying targets and KPI's
- Easy process to track various types of Daily and Weekly basis activities
- Streamline customer relationship management
- Brand new, custom-built A website powered by the Salesforce platforms
- Performance management and coaching
- Calendar of Meetings and other Appointments
- Pending Approval requirements
- Shortcut icons for frequently used functionalities
- Lead generation and management
- Summary of monthly listings & tasks
- Integration of online forms to Salesforce CRM for automatic Lead capture
- Capture interested buyers as a lead in the CRM and automatically assign to the respective agents managing the property
- Integration with Salesforce CRM following in dynamic data updates such as customer database.
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