Overview
Know how the integration of Salesforce with Conga Composer and Google Maps transforms property presentation and proposal generation for KAY Properties and Investments.
What You Need To Know
KAY Properties and Investments found themselves at a crossroads where their manual, time-consuming proposal generation process was hindering their ability to capitalize on investment opportunities swiftly. They needed a solution that could automate and enhance their property presentations.
Why It Matters
For real estate investment firms dealing with high-net-worth individuals, every delay in presenting a property portfolio could mean a missed opportunity. The ability to visually represent property locations accurately and dynamically is essential for informed decision-making.
What HIC Did
HIC Global Solutions integrated Salesforce with Conga Composer and Google Maps, creating a streamlined, automated system for generating detailed, visually rich property investment proposals.
Overview
Know how the integration of Salesforce with Conga Composer and Google Maps transforms property presentation and proposal generation for KAY Properties and Investments.
What You Need To Know
KAY Properties and Investments found themselves at a crossroads where their manual, time-consuming proposal generation process was hindering their ability to capitalize on investment opportunities swiftly. They needed a solution that could automate and enhance their property presentations.
Why It Matters
For real estate investment firms dealing with high-net-worth individuals, every delay in presenting a property portfolio could mean a missed opportunity. The ability to visually represent property locations accurately and dynamically is essential for informed decision-making.
What HIC Did
HIC Global Solutions integrated Salesforce with Conga Composer and Google Maps, creating a streamlined, automated system for generating detailed, visually rich property investment proposals.
About Company
A real estate investment firm commissioned across 50 states.
With sizable investment contributions and 94 combined years of experience, KAY Properties and Investments is an established national Delaware Statutory Trust (DST) investment firm with offices in Los Angeles, New York, and Washington DC.
After thorough diligence, they offer clientele the opportunity to participate in exclusive real estate investments besides those ordinarily available.
About Company
A real estate investment firm commissioned across 50 states.
With sizable investment contributions and 94 combined years of experience, KAY Properties and Investments is an established national Delaware Statutory Trust (DST) investment firm with offices in Los Angeles, New York, and Washington DC.
After thorough diligence, they offer clientele the opportunity to participate in exclusive real estate investments besides those ordinarily available.
Challenges Faced
Limited Mapping Capabilities
Conga documents didn’t support maps with multiple location pins, a crucial feature for showcasing available properties in regions of interest.
Manual Visualization Creation
Pie charts and other visualizations were hardcoded and designed by hand, contradicting the purpose of automated document generation.
Time-Consuming Image Selection
Site images had to be manually selected for each document, adding to the proposal generation time.
Inflexible Portfolio Presentation
The company needed a customizable master portfolio to showcase properties in a specific progression determined by their consultants.
Challenges Faced
Limited Mapping Capabilities
Conga documents didn’t support maps with multiple location pins, a crucial feature for showcasing available properties in regions of interest.
Manual Visualization Creation
Pie charts and other visualizations were hardcoded and designed by hand, contradicting the purpose of automated document generation.
Time-Consuming Image Selection
Site images had to be manually selected for each document, adding to the proposal generation time.
Inflexible Portfolio Presentation
The company needed a customizable master portfolio to showcase properties in a specific progression determined by their consultants.
Challenges Faced
KAY Properties and Investments encountered several challenges in their proposal generation process:
- Limited Mapping Capabilities
- Manual Visualization Creation
- Time-Consuming Image Selection
- Inflexible Portfolio Presentation
Conga documents didn’t support maps with multiple location pins, a crucial feature for showcasing available properties in regions of interest.
Pie charts and other visualizations were hardcoded and designed by hand, contradicting the purpose of automated document generation.
Site images had to be manually selected for each document, adding to the proposal generation time.
The company needed a customizable master portfolio to showcase properties in a specific progression determined by their consultants.
Solutions Offered
Google Maps Integration
Integrated Google Maps with Salesforce to incorporate property maps with multiple, accurate location pins in presentations.
Custom Field Creation
Created custom fields in Salesforce account objects to handle map URLs from Google Maps.
Automated URL and Record Generation
Developed VisualForce pages to generate Image URLs and PowerPoint templates through a single button click, streamlining the process and reducing errors.
Conga Composer Integration
Implemented Conga Composer to retrieve information from Salesforce records for generating PowerPoint presentations consistently.
Customizable Visualizations
Created configurable templates for dynamic and pie chart visualizations, replacing manual, hardcoded charts.
Solutions Offered
Google Maps Integration
Integrated Google Maps with Salesforce to incorporate property maps with multiple, accurate location pins in presentations.
Custom Field Creation
Created custom fields in Salesforce account objects to handle map URLs from Google Maps.
Automated URL and Record Generation
Developed VisualForce pages to generate Image URLs and PowerPoint templates through a single button click, streamlining the process and reducing errors.
Conga Composer Integration
Implemented Conga Composer to retrieve information from Salesforce records for generating PowerPoint presentations consistently.
Customizable Visualizations
Created configurable templates for dynamic and pie chart visualizations, replacing manual, hardcoded charts.
Solutions Offered
To overcome the challenges, HIC Global Solutions implemented a comprehensive Salesforce Integration for Kay Properties
- Google Maps Integration
- Custom Field Creation
- Automated URL and Record Generation
- Conga Composer Integration
- Customizable Visualizations
Integrated Google Maps with Salesforce to incorporate property maps with multiple, accurate location pins in presentations.
Created custom fields in Salesforce account objects to handle map URLs from Google Maps.
Developed VisualForce pages to generate Image URLs and PowerPoint templates through a single button click, streamlining the process and reducing errors.
Implemented Conga Composer to retrieve information from Salesforce records for generating PowerPoint presentations consistently.
Created configurable templates for dynamic and pie chart visualizations, replacing manual, hardcoded charts.
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