Real Estate
Investor Trustee Services
Our client is a real estate leader specializing in sustainable solutions, cutting-edge technologies, and streamlined processes. They are redefining efficiency and innovation in the industry.
Tools Used :
Challenges
Solutions
01
Data Import and Organization
- The team developed a custom data import process that categorized fields based on their association to specific objects (Contact, Related Contact, Property, and Lender). This involved examining field names for keywords like "Con" or "Prop" to guide field allocation.
02
Junction Object Creation and Ownership Management
- To address the complex ownership assignment, a custom junction object named "Property Contact" was created. This object facilitated the connection between Contacts and the "Property" object, allowing the selection of an appropriate Relationship Type for each connection (8 options were provided). Additionally, a checkbox field named "Primary Owner" was added to the junction object, enabling users to mark the primary owner based on the individual or related contact.
03
Unified Calling with PhoneBurner
- To overcome the limitation of individual contact dialing, the team leveraged the "Property Contact" junction object and PhoneBurner, a power dialer application. By configuring PhoneBurner, they were able to seamlessly call all contacts associated with specific properties through the junction object.
04
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The results
Improved Data Import and Organization
By
40%
Improved Management of Unified Calling with
By
50%
Improved Object Creation and Ownership
By
40%
By
By
Improved Data Import and Organization
The custom data import process significantly improved data organization by automatically categorizing and mapping fields to their respective objects. This automation reduced manual effort and the risk of human errors, resulting in a 40% improvement in data import and organization.
Improved Management of Unified Calling with PhoneBurner
The creation of a custom "Property Contact" junction object streamlined the management of ownership relationships. By enabling the selection of specific Relationship Types and identifying a "Primary Owner," the junction object eliminated the need for unreliable "First Name" lookups, further enhancing efficiency. This improvement in object creation and ownership management contributed to an overall 40% increase in efficiency.
Improved Object Creation and Ownership
The integration of PhoneBurner through the "Property Contact" junction object revolutionized unified calling. By allowing seamless calling of all contacts associated with specific properties, PhoneBurner eliminated the time-consuming task of individual contact dialing. This enhancement resulted in a remarkable 50% improvement in the management of unified calling.
Case Studies
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100W uses Al to analyze written communication, providing insights into personalities, relationships, and needs. It's applied in customer support, marketing, and HR to improve communication and optimize business outcomes.
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Chargent Salesforce Case Study
A leading online fashion retailer using Salesforce Commerce Cloud faced challenges with payment processing and subscription billing as their Customer base grew.
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Reduction in Payment Processing Time
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Improvement in Billing Accuracy
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Salesforce CPQ - Energy Sector Case Study
The Renewable Energy Company implemented Salesforce CPQ to streamline proposal generation, ensure data accuracy, and optimize internal efficiency.
40%
Reduction in proposal generation time
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Decrease in order error
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Public Sector Grant Management
A public entity sought to streamline grant management for Tribal Communities which is facing climate change .They want to simplify applications and allocate funds effectively.
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Improved User Experience
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Enhanced Data Integrity
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Empowered Collaboration
Hubspot-SF Integration
Helix Linear is a leader in precision linear motion and power transmission systems. They offer tailored solutions for lead screws and linear actuators, ensuring smooth and efficient operation within your machinery and applications.
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Unified Lead Management
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Enhanced Quote Accuracy & Speed
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Eliminated Multi-Currency Discrepancies
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Front End Development (Visualforce, Aura,LWC)/Non-Profit
Global G.L.O.W. empowers girls in vulnerable communities through mentorship programs, collaborating with schools and NGOS to equip them with skills and resources.
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Decrease in time spent filling budgets
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Enhanced Operational Efficiency
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Improved Data Accuracy
Experience Cloud Implementation
Healthcare organization needed a platform to enhance communication, collaboration, and engagement among their members, who were dissatisfied with the limitations of traditional email and websites.
30%
Enhanced User Engagement
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Improved Event Participation
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Boosted Networking & Collaboration
Marketing Cloud Implementation
Beer retail chain adopts BigCommerce for digital transformation, integrating with Sales Cloud, Marketing Cloud, CDP, and Dataroma to enhance customer experience and sales efficiency.
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Increase in customer satisfaction
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Improvement in subscriber engagement
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Improved Streamlined Processes
Mailchimp-SF Intgeration
Wondersign, a product catalog platform, seamlessly integrates with your existing tools to provide accurate, up-to-date product information, enhancing customer experience and sales efficiency.
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Seamless & Bi-Directional Data Flow
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Targeted Communication
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Improved Data-Driven Decisions
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Service Cloud Voice(Amazon Connect)
The client sought a unified solution for customer interactions, sales, and workforce management, combining a call center system and Field Service Lightning into Salesforce to streamline operations and enhance customer engagement.
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Increased Agent Efficiency
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Enhanced Communication
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Centralized Documentation
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Hubspot-SF Migration/Account Enagagement (Pardot) Implmentation
Submer, a leader in next-generation cooling and automation, empowers data centers with efficient, sustainable technologies to enhance efficiency and sustainability.
40%
Accurate & Seamless Bi-Directional Data Flow
50%
Targeted Communication
60%
Increase in Data-Driven Decisions
100 worte App exchange product development
100W uses Al to analyze written communication, providing insights into personalities, relationships, and needs. It's applied in customer support, marketing, and HR to improve communication and optimize business outcomes.
65%
Faster Profile Generation
25%
Improved Data Accuracy
10%
Revenue Increase
Chargent Salesforce Case Study
A leading online fashion retailer using Salesforce Commerce Cloud faced challenges with payment processing and subscription billing as their Customer base grew.
40%
Reduction in Payment Processing Time
30%
Improvement in Billing Accuracy
20%
Increase in Revenue
Salesforce CPQ - Energy Sector Case Study
The Renewable Energy Company implemented Salesforce CPQ to streamline proposal generation, ensure data accuracy, and optimize internal efficiency.
40%
Reduction in proposal generation time
25%
Decrease in order error
30%
Reduction in order configuration time
Public Sector Grant Management
A public entity sought to streamline grant management for Tribal Communities which is facing climate change .They want to simplify applications and allocate funds effectively.
30%
Improved User Experience
40%
Enhanced Data Integrity
40%
Empowered Collaboration
Hubspot-SF Integration
Helix Linear is a leader in precision linear motion and power transmission systems. They offer tailored solutions for lead screws and linear actuators, ensuring smooth and efficient operation within your machinery and applications.
30%
Unified Lead Management
70%
Enhanced Quote Accuracy & Speed
80%
Eliminated Multi-Currency Discrepancies
Front End Development (Visualforce, Aura,LWC)/Non-Profit
Global G.L.O.W. empowers girls in vulnerable communities through mentorship programs, collaborating with schools and NGOS to equip them with skills and resources.
40%
Decrease in time spent filling budgets
30%
Enhanced Operational Efficiency
15%
Improved Data Accuracy
Experience Cloud Implementation
Healthcare organization needed a platform to enhance communication, collaboration, and engagement among their members, who were dissatisfied with the limitations of traditional email and websites.
30%
Enhanced User Engagement
20%
Improved Event Participation
25%
Boosted Networking & Collaboration
Marketing Cloud Implementation
Beer retail chain adopts BigCommerce for digital transformation, integrating with Sales Cloud, Marketing Cloud, CDP, and Dataroma to enhance customer experience and sales efficiency.
30%
Increase in customer satisfaction
20%
Improvement in subscriber engagement
40%
Improved Streamlined Processes
Mailchimp-SF Intgeration
Wondersign, a product catalog platform, seamlessly integrates with your existing tools to provide accurate, up-to-date product information, enhancing customer experience and sales efficiency.
40%
Seamless & Bi-Directional Data Flow
50%
Targeted Communication
30%
Improved Data-Driven Decisions
Service Cloud Voice(Amazon Connect)
The client sought a unified solution for customer interactions, sales, and workforce management, combining a call center system and Field Service Lightning into Salesforce to streamline operations and enhance customer engagement.
60%
Increased Agent Efficiency
70%
Enhanced Communication
70%
Centralized Documentation
Hubspot-SF Migration/Account Enagagement (Pardot) Implmentation
Submer, a leader in next-generation cooling and automation, empowers data centers with efficient, sustainable technologies to enhance efficiency and sustainability.
40%
Accurate & Seamless Bi-Directional Data Flow
50%
Targeted Communication
60%
Increase in Data-Driven Decisions
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