Salesforce CRM Overview

Salesforce CRM connected the dots by bringing project management, property management, customer management, inventory management, agent management, quality inspection, and vendor management on a unified platform. With our Salesforce sales automation solution, agents, brokers, and developers could easily track and manage all clients and their agreements and focus on closing more deals.

Workflow Management

A pre-defined set of workflows and escalation rules monitored the SLA and routed the case to the appropriate owner for resolution.

Analytics and Customer Insights

Salesforce provides built-in analytics that can bring together the right data from thousands of data points and help create a customer persona. Through this, the client understood the customers’ needs and ordered them properties that were more suitable to their preferences, thereby increasing the revenue potential.

Customer Interaction

We implemented an Einstein bot in the system for quick and accurate customer interaction, eliminating the unnecessary involvement of a Human Agent.