Raivat Property Advisory LLP is a property consultancy firm that possesses excellent knowledge and experience in the real estate industry. They have an extensive network of contacts, including developers, property owners, buyers, and brokers, and keep themselves up-to-date with the latest market trends. Furthermore, they are well-versed in the legal aspects of property transactions and can assist you in completing all legal formalities with ease.
When you contact Raivat Property Advisory LLP, you can expect to receive a property deal that suits your preferences. It is highly recommended to work with an experienced property consultant when buying or selling a residential or commercial property to avoid any difficult or frustrating tasks. A property consultant can guide you through the entire process, from finding the right property to completing the necessary paperwork, making the entire experience smoother and stress-free.
Service
Real Estate
Solution
Sales Cloud
Duration
2 Months
Raivat Property Advisory LLP’s primary use case is to manage leads that come from various sources, such as websites and microsites. The company has struggled to manage leads from websites like Magicbricks and Sulekha, and it is important for them to address all leads within two hours of entry into the system. The company needs alerts and notifications to ensure that all leads are addressed promptly.
We demonstrated how easy it is to send alerts and notifications through Salesforce. We also trained their web developers to create web-to-lead functionality for future sites that they may develop.
Raivat Property Advisory LLP has sales managers who handle high-value deals from specific customers, while sales agents manage all other deals. They primarily serve individual customers who are looking for properties, and it is important for them to track opportunities and visits of sales agents. They also want to keep track of details of commission on each won opportunity and ensure that the salespeople can only see their respective leads.
At Cloudalyze, we have presented Raivat Property Advisory LLP with various solutions to manage their leads and opportunities through Salesforce. We showed them the web to lead functionality and Email to lead as a way to capture leads from their website and third-party sites such as Magic bricks.
We also demonstrated how easy it is to send alerts and notifications through Salesforce and how lead queues and assignment rules can be used to manage high-value deals. Additionally, we proposed the use of Property master and developer details to capture key information about properties and developers.
To manage the lead stages, we showed them how various processes and validations can be run at each stage, including lead lost analysis and introduction letters to customers. We also proposed the use of lead buckets to categorize leads into various categories based on their stage, involvement, and interest. We helped them transfer lead information to opportunities and proposed that the respective opportunity would have the Lead in their related list for any time to go back to the Lead and find related information.
Regarding opportunity management, we showcased opportunity stages, processes, and validations and how to build an opportunity pipeline. We also demonstrated how to set reminders and alerts for follow-ups, SLAs, or process violations, and alerts on large-value deals to management.
To manage individual customers, we proposed the creation of only contacts and opportunities post-lead conversion. Lastly, we updated that security requirements could be achieved through role hierarchy, sharing rules, and other security settings at the object and field levels.
Overall, our solutions showcased to Raivat Property Advisory LLP through Salesforce will streamline their sales processes, increase efficiency, and help them drive revenue growth.
Great to hear that Raivat is able to leverage the Salesforce capabilities effectively. With the automation of lead flow and the ability to handle email leads from multiple sources, the company can now manage its leads more efficiently. The automated reminders for SLAs help to ensure that leads and opportunities are addressed within the stipulated time frame.
With the ability to manage visits and focus on high-value deals, the sales team can now work more effectively, and managers can concentrate on driving these deals to closure. The auto-calculation of commission ensures that the salespeople are fairly compensated, and up-to-date information is provided to all users, improving transparency and accountability.
Overall, the use of Salesforce has enabled Raivat to streamline its lead management and sales processes, resulting in improved efficiency and better outcomes for the company.
