Housing Firm Streamlines Sales & Payments with Salesforce
- July 27, 2025
- Posted by: [email protected]
- Categories:
At a Glance
A growing real estate firm in Southeast Asia sought to enhance visibility across its sales pipeline and modernize its CRM system to support expansion in the affordable housing segment. With growing demand, they needed centralized, scalable systems to improve response time, performance tracking, and buyer engagement.
Challenges
Prior to adopting Salesforce, the firm faced challenges managing documentation, buyer tracking, and lead segmentation. Teams operated in silos, customer data was hard to access, and earlier platforms lacked user trust and performance visibility. A modern, centralized CRM solution was needed to manage leads, automate workflows, and improve customer experience.
Key Results
- Client Satisfaction: Teams praised the intuitive dashboards and improved usability
- Faster Insights: Real-time dashboards gave visibility on top properties and performance
- Operational Efficiency: Multi-step automation reduced manual work and improved approvals
Solutions
Our team implemented a tailored Salesforce Sales Cloud solution to unify lead, sales, and payment operations:
- Centralized lead management, quotations, and unit reservations
- Automated workflows with alerts and notifications for approvals
- Dashboards and reports to track property status and sales KPIs
- Automated payment schedule generation based on buyer preferences
Salesforce Sales Cloud
Benefits
1. Unified Sales Management
Sales teams gained real-time visibility into buyer journeys and property status with one centralized CRM hub.
2. Improved Operational Control
Workflow automation accelerated approvals, unit tracking, and custom payment plans — reducing internal delays.
3. Better Buyer Experience
Segmented outreach based on location and buyer preferences created more relevant, timely engagements.