Overview
Know how HIC Global Solutions’ Salesforce implementation revolutionized lead management and customer engagement for Greenstone Ventures, a multinational real estate firm.
What You Need To Know
Greenstone Ventures, a France-based real estate company with global operations, sought to streamline its inquiry management and customer data handling through a comprehensive Salesforce implementation.
Why It Matters
Efficient lead management and data organization are crucial for maintaining a competitive edge and providing superior client services across multiple countries.
What HIC Did
HIC Global Solutions implemented a tailored Salesforce solution that not only addressed Greenstone Ventures’ immediate operational challenges but also positioned the company for scalable growth and improved client services across its international markets.
Overview
Know how HIC Global Solutions’ Salesforce implementation revolutionized lead management and customer engagement for Greenstone Ventures, a multinational real estate firm.
What You Need To Know
Greenstone Ventures, a France-based real estate company with global operations, sought to streamline its inquiry management and customer data handling through a comprehensive Salesforce implementation.
Why It Matters
Efficient lead management and data organization are crucial for maintaining a competitive edge and providing superior client services across multiple countries.
What HIC Did
HIC Global Solutions implemented a tailored Salesforce solution that not only addressed Greenstone Ventures’ immediate operational challenges but also positioned the company for scalable growth and improved client services across its international markets.
About the Company
Operating out of France, Greenstone ventures is a real estate company that has more than 15 years of experience with leading estate agents and property developers.
The company helps real estate agents cater to clients located in Europe, including Anglo-Saxon, Benelux, and Scandinavia, to deliver real estate products and services.
Greenstone Ventures also helps its clients in better financial and legal stages of the authentic deed of sale and delivery of housing.
About the Company
Operating out of France, Greenstone ventures is a real estate company that has more than 15 years of experience with leading estate agents and property developers.
The company helps real estate agents cater to clients located in Europe, including Anglo-Saxon, Benelux, and Scandinavia, to deliver real estate products and services.
Greenstone Ventures also helps its clients in better financial and legal stages of the authentic deed of sale and delivery of housing.
Challenges Faced
As a multinational real estate firm, Greenstone Ventures encountered several operational challenges:
Overwhelming Inquiry Volume:
The global nature of operations led to a high volume of inquiries and customer data, becoming increasingly difficult to manage efficiently.
Complex Data Management:
Tracking leads, sales records, and client services across various offerings and locations posed significant challenges.
Inefficient Deal Management:
The existing system struggled to effectively manage deals and create performance dashboards for agents.
Productivity Hurdles:
These complexities hampered overall productivity and impeded the company’s growth potential.
Challenges Faced
As a multinational real estate firm, Greenstone Ventures encountered several operational challenges:
Overwhelming Inquiry Volume:
The global nature of operations led to a high volume of inquiries and customer data, becoming increasingly difficult to manage efficiently.
Complex Data Management:
Tracking leads, sales records, and client services across various offerings and locations posed significant challenges.
Inefficient Deal Management:
The existing system struggled to effectively manage deals and create performance dashboards for agents.
Productivity Hurdles:
These complexities hampered overall productivity and impeded the company’s growth potential.
Challenges Faced
As a multinational real estate firm, Greenstone Ventures encountered several operational challenges:
They were facing issues with
- Overwhelming Inquiry Volume:
- Complex Data Management:
- Inefficient Deal Management:
- Productivity Hurdles:
The global nature of operations led to a high volume of inquiries and customer data, becoming increasingly difficult to manage efficiently.
Tracking leads, sales records, and client services across various offerings and locations posed significant challenges.
The existing system struggled to effectively manage deals and create performance dashboards for agents.
These complexities hampered overall productivity and impeded the company’s growth potential.
Solutions Offered
Recognizing Greenstone Ventures’ need for a comprehensive solution, HIC Global Solutions proposed a tailored Salesforce implementation:
Advanced Property Filtering System
Implemented multiple filters in the ‘Property Information’ section, allowing easy differentiation between available properties.
UI Develoment for Streamlined Lead Management
Developed a user-friendly interface with backward and forward navigation buttons for efficient lead and record management on a single page.
Building Custom Dashboard
Created detailed sales detail pages and agent dashboards to provide a holistic view of company performance and individual agent progress.
Property Matching Feature Implementation
Implemented a ‘matched properties’ button to quickly display lists of available properties meeting specific criteria.
Solutions Offered
Recognizing Greenstone Ventures’ need for a comprehensive solution, HIC Global Solutions proposed a tailored Salesforce implementation:
Advanced Property Filtering System
Implemented multiple filters in the ‘Property Information’ section, allowing easy differentiation between available properties.
UI Develoment for Streamlined Lead Management
Developed a user-friendly interface with backward and forward navigation buttons for efficient lead and record management on a single page.
Building Custom Dashboard
Created detailed sales detail pages and agent dashboards to provide a holistic view of company performance and individual agent progress.
Property Matching Feature Implementation
Implemented a ‘matched properties’ button to quickly display lists of available properties meeting specific criteria.
Solutions Offered
Recognizing Greenstone Ventures’ need for a comprehensive solution, HIC Global Solutions proposed a tailored Salesforce implementation:
The solutions which we offered to them
- Advanced Property Filtering System
- UI Develoment for Streamlined Lead Management
- Building Custom Dashboard
- Property Matching Feature Implementation
Implemented multiple filters in the ‘Property Information’ section, allowing easy differentiation between available properties.
Developed a user-friendly interface with backward and forward navigation buttons for efficient lead and record management on a single page.
Created detailed sales detail pages and agent dashboards to provide a holistic view of company performance and individual agent progress.
Implemented a ‘matched properties’ button to quickly display lists of available properties meeting specific criteria.
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