Overview
Find out how Hamilton Real Estate Capital leveraged Twilio integration with Salesforce to streamline lead management and enhance customer engagement.
What You Need To Know
Hamilton Real Estate Capital aimed to automate lead management by integrating web and email inquiries directly into their Salesforce account to improve data accuracy and customer engagement.
Why It Matters
As a business operating in the competitive real estate investment industry, managing leads effectively is critical for Hamilton to maintain strong relationships with investors and clients.
What HIC Did
HIC Global Solutions assisted Hamilton Real Estate Capital in automating its lead management process and enhancing customer engagement through the integration of Twilio with Salesforce.
Overview
Find out how Hamilton Real Estate Capital leveraged Twilio integration with Salesforce to streamline lead management and enhance customer engagement.
What You Need To Know
Hamilton Real Estate Capital aimed to automate lead management by integrating web and email inquiries directly into their Salesforce account to improve data accuracy and customer engagement.
Why It Matters
As a business operating in the competitive real estate investment industry, managing leads effectively is critical for Hamilton to maintain strong relationships with investors and clients.
What HIC Did
HIC Global Solutions assisted Hamilton Real Estate Capital in automating its lead management process and enhancing customer engagement through the integration of Twilio with Salesforce.
About the Company
Operating out of the US, Hamilton Real Estate Capital is a real estate investment company that invests in multifamily and commercial real estate in partnership with sophisticated institutional investors, family offices, and high-net-worth individuals.
They also provide advisory services to large financial institutions regarding commercial real estate, commercial mortgages, valuations, and workouts.
About the Company
Operating out of the US, Hamilton Real Estate Capital is a real estate investment company that invests in multifamily and commercial real estate in partnership with sophisticated institutional investors, family offices, and high-net-worth individuals.
They also provide advisory services to large financial institutions regarding commercial real estate, commercial mortgages, valuations, and workouts.
Challenges Faced
With a growing suite of offerings, Hamilton Real Estate Capital encountered several challenges in its lead management processes:
High Volume of Inquiries:
Managing a large number of inquiries and emails manually was becoming increasingly difficult.
Manual Data Entry:
Storing customer information manually led to errors and mismatched data, complicating lead management.
Challenges Faced
With a growing suite of offerings, Hamilton Real Estate Capital encountered several challenges in its lead management processes:
High Volume of Inquiries:
Managing a large number of inquiries and emails manually was becoming increasingly difficult.
Manual Data Entry:
Storing customer information manually led to errors and mismatched data, complicating lead management.
Challenges Faced
With a growing suite of offerings, Hamilton Real Estate Capital encountered several challenges in its lead management processes:
They were facing issues with
- High Volume of Inquiries:
- Manual Data Entry:
Managing a large number of inquiries and emails manually was becoming increasingly difficult.
Storing customer information manually led to errors and mismatched data, complicating lead management.
Proposed Solutions
After careful consideration of the given challenges, HIC Global Solutions delivered an ultimate solution that solved all of the problems.
Automated Lead Insertion
Developed a system to automatically insert web and email inquiries directly into Salesforce. With this solution, each lead of a given subject, be it a web inquiry or an email, would now directly go into their Salesforce account.
Salesforce Twilio Integration
Integrated Twilio with Salesforce, enabling agents to send and receive SMS and Facebook Messenger conversations and make calls directly from Salesforce.
Proposed Solutions
After careful consideration of the given challenges, HIC Global Solutions delivered an ultimate solution that solved all of the problems.
Automated Lead Insertion
Developed a system to automatically insert web and email inquiries directly into Salesforce. With this solution, each lead of a given subject, be it a web inquiry or an email, would now directly go into their Salesforce account.
Salesforce Twilio Integration
Integrated Twilio with Salesforce, enabling agents to send and receive SMS and Facebook Messenger conversations and make calls directly from Salesforce.
Proposed Solutions
After careful consideration of the given challenges, HIC Global Solutions delivered an ultimate solution that solved all of the problems.
The solutions which we offered to them
- Automated Lead Insertion
- Salesforce Twilio Integration
Developed a system to automatically insert web and email inquiries directly into Salesforce. With this solution, each lead of a given subject, be it a web inquiry or an email, would now directly go into their Salesforce account.
Integrated Twilio with Salesforce, enabling agents to send and receive SMS and Facebook Messenger conversations and make calls directly from Salesforce.
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