Housing Firm Streamlines Sales & Payments with Salesforce

Revolutionizing Housing Sales with Smart Automation

About the Organization

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.

What We Have Done?

By implementing a centralized CRM hub, sales teams achieved unified sales management, gaining real-time visibility into buyer journeys and property status. Workflow automation improved operational control by accelerating approvals, unit tracking, and custom payment plans, significantly reducing internal delays. At the same time, segmented outreach based on location and buyer preferences enhanced the buyer experience, delivering more relevant and timely engagements.

Products Used

Our team implemented a tailored Salesforce Sales Cloud solution to unify lead, sales, and payment operations, providing centralized lead management, quotations, and unit reservations, along with automated workflows featuring alerts and approval notifications. Comprehensive dashboards and reports enabled real-time tracking of property status and sales KPIs, while automated payment schedules were generated based on buyer preferences, ensuring a seamless and efficient sales process.

Results & Business Impact

Clients reported high satisfaction, praising the intuitive dashboards and improved usability, while real-time insights provided clear visibility into top properties and overall performance. Additionally, multi-step automation streamlined operations, reduced manual work, and enhanced approval processes, driving greater operational efficiency across teams.