Raivat Properties

Raivat Property Advisory LLP, is a property consultant; they are grounded with good knowledge and experience in real estate; who connect with a large number of people and including developer, property owner, buyers, brokers, etc and keep themsleves updated with current market trends. They are well versed with the law of the land and can help you complete legal formalities without any hassle.

You get a good property deal as per your preferences when you contact our client at RaMt Property Advisory LLP. Connect with an experienced property consultant when buying and selling a home or property being it residential or commercial to prevent yourself from any difficult and frustrating task.

Service
Sales Cloud

Service

Real Estate

Solution

Sales Cloud

Duration

2 Months

Raivat Properties

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Client Challenge

Raivat property major use case is to manage the leads coming from various sources such as websites and micro websites. We have shown cased them web to lead functionality and updated that we will train their web developers to create web to lead for future sites that come up. They also receive emails from sites like Magic bricks and Sulekha, managing those leads was a challenge. All leads have to be addressed within 2hrs of entry into the system. Give alerts/notifications to if the leads are not addressed. We showcased them how easy is it to send alerts and notifications through Salesforce.

They have Sales managers who manage high value deal from specific customers, while sales agents handle all other deals. Their customers are mostly individuals who are looking for properties and a lost lead can turn up again for a new property. Also they want to track opportunities and track visits of sales agents along with details of commission on each won opportunity and Security setting where the sales people would be able to see only their respective leads.

Cloudalyze’s Solution

We at Cloudalyze, showcased them web to lead functionality and updated that we will train their web developers to create web to lead for future sites that come up and Email to lead we proposed them as a solution to address the email coming from sites such as Magic bricks. Likewise we showcased them how easy is it to send alerts and notifications through Salesforce. Creation of lead queues and assignment rules for managing high value deals and Property master and developer details to capture the key details of properties and developers.

We also have showcased those lead stages; how we can run various processes/validations at each stage such lead lost analysis, intro letter to customer at a certain stage. Lead buckets to categorize leads into various categories basis their stage/involvement/interest. We helped them in how lead information could be transferred to opportunities and the sales would have the information available during their nurturing of opportunities. We proposed that the respective opportunity would have the Lead in their related list for any time to go back to the Lead and find the related information.

We have showcased opportunity stages, processes and validations, building opportunity pipeline. Also how to set reminders/alerts for follow ups, SLA or process violations and Alerts on large value deals to management. To manage individual customer, we proposed creation of only contact and opportunity post lead conversion. We have updated that the security requirements could be achieved through role hierarchy, sharing rules and other security settings at object and field level.

Result

RAIVAT is now able to leverage the Salesforce capabilities of Lead flow automation, where leads are automated to Salesforce. Email to lead functionality has addressed a major concern of lead coming from sites such as Magic bricks. Automated reminders of any Leads/opportunities which had a violation of respective SLAs. Sales can manage the visits and managers can now focus on high values deals and drive them to closure. The commission is auto-calculated and up to date information is provided to all users.

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