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CriticalRiver Helps Middle Eastern Real Estate Giant Overcome Lead Management Hurdles with Salesforce Customization

Impact Delivered

  • 100% Centralization of lead data achieved with Salesforce’s solution
  • 55% Enhancement in sales efficiency through prioritized outreach
  • 60% Improvement in tracking visibility witnessed
  • 80% Increase in platform reliability due to bug fixes
  • The Customer

    The Customer

    The customer is a real estate company located in the Middle East. They specialize in providing land for commercial developments and accommodations suited for both residential and business purposes.

  • Business Challenge

    Business Challenge

    3D-Priniting-Challenges-Img.jpg

    The company faced the following challenges:

    • Lead data was either stored in isolated silos or kept in Excel files, complicating the process of lead tracking.
    • Difficulty in tracking customer interactions related to leads and opportunities.
  • The Solution

    The Solution

    • Centralized Lead Management: Unified all lead data into a single platform using Salesforce’s Sales Cloud customization
    • Automated Assignments: Leads are automatically assigned to sales reps based on set criteria
    • Targeted Outreach: Introduced a lead scoring system to prioritize customer outreach
    • Data Migration: Developed custom scripts for efficient data import into Salesforce
    • Enhanced Monitoring: Deployed dashboards for real-time monitoring of leads and opportunities
    • Increased Reliability: Identified and fixed bugs to improve system reliability
  • Solution Components

    Solution Components

    Salesforce Sales Cloud, Salesforce Dashboards, Custom Scripts, and Data Integration Tools

  • The Results

    The Results

    • Improved Workflow: The once fragmented lead data is now centralized, making it easier for teams to collaborate
    • Enhanced Productivity: Sales reps can now focus more on closing deals rather than sorting through leads
    • Optimized Customer Engagement: The lead scoring rules have allowed the company to more effectively engage with high-potential customers
    • Efficient Data Handling: The transition of data into Salesforce is now seamless, reducing manual errors and time spent
    • Actionable Insights: Dashboards provide real-time information, enabling quicker decision-making processes
    • Stable Operations: The platform’s reliability has been reinforced, ensuring smoother daily operations.

Impact Delivered

  • 100% Centralization of lead data achieved with Salesforce’s solution
  • 55% Enhancement in sales efficiency through prioritized outreach
  • 60% Improvement in tracking visibility witnessed
  • 80% Increase in platform reliability due to bug fixes

The Customer

The customer is a real estate company located in the Middle East. They specialize in providing land for commercial developments and accommodations suited for both residential and business purposes.

Business Challenge

3D-Priniting-Challenges-Img.jpg

The company faced the following challenges:

  • Lead data was either stored in isolated silos or kept in Excel files, complicating the process of lead tracking.
  • Difficulty in tracking customer interactions related to leads and opportunities.

The Solution

  • Centralized Lead Management: Unified all lead data into a single platform using Salesforce’s Sales Cloud customization
  • Automated Assignments: Leads are automatically assigned to sales reps based on set criteria
  • Targeted Outreach: Introduced a lead scoring system to prioritize customer outreach
  • Data Migration: Developed custom scripts for efficient data import into Salesforce
  • Enhanced Monitoring: Deployed dashboards for real-time monitoring of leads and opportunities
  • Increased Reliability: Identified and fixed bugs to improve system reliability

Solution Components

Salesforce Sales Cloud, Salesforce Dashboards, Custom Scripts, and Data Integration Tools

The Results

  • Improved Workflow: The once fragmented lead data is now centralized, making it easier for teams to collaborate
  • Enhanced Productivity: Sales reps can now focus more on closing deals rather than sorting through leads
  • Optimized Customer Engagement: The lead scoring rules have allowed the company to more effectively engage with high-potential customers
  • Efficient Data Handling: The transition of data into Salesforce is now seamless, reducing manual errors and time spent
  • Actionable Insights: Dashboards provide real-time information, enabling quicker decision-making processes
  • Stable Operations: The platform’s reliability has been reinforced, ensuring smoother daily operations.

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