Streamlining Operations And Reducing Attrition Using Salesforce Solutions For A Real Estate Firm

Expertise: Customer Relation Management (CRM) Application Development Business Process Automation Custom Reports and Dashboards Custom Workflows & Processes Builders SalesForce Implementation
Verticals: Real Estate
Technologies: Microsoft AzureMysqlWorkflowsSalesforce LightningjQuery
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Client Overview
Since its incorporation in 2004, the client has been a leading real estate property management firm with the object of providing a hassle-free owner corporation management system. Experience in order to disrupt an outdated sector that necessitated innovation, the client's Salesforce interface was redesigned by Flexsin in conjunction with Salesforce solutions to guarantee efficient navigation and user-friendliness. It entailed automating procedures, upgrading with new functionalities, and, moreover, creating dashboards for better and more organized data display.

Business Needs
The client had high attrition rates, which raised a significant challenge for the organization. To develop practical efficiency, they capitalized on tailored dashboards for workflow revisions. The enactment of the existing system was obstructed by repetitive code, triggers, and flows. The customer intended to reduce these challenges, coupled with a much secured and efficient workplace, by putting viable solutions into practice, encouraging operations to make timely and well-informed decisions, and assembling dimensions and essential information into a user-friendly interface.

  • A high staff attrition turned out to forge gaps in system usage expertise.
    • Faced legacy system inefficiency due to unutilized codes and features. Lack of pivotal dashboards led to uninformed decision-making strategies. Requirement for automated workflows to improve productivity.
  • Simplify and standardize the process for allowing community users to access the system.
  • Automate CRM processes to enhance workflow and reduce manual tasks.
Strategy & Solution
We advised an extensive project strategy to rationalize operations and employee attrition. Firstly, we indulged in understanding the fundamental requirements, investigated their present custom workflows and process builders, implemented the bespoke Salesforce solution into practice, and developed a process wherein the ad-hoc demands were instantly replied to. As a part of our strategy, we configured Salesforce with a customized UI and established permission sets to increase workflow efficiency and improve the user experience. With this implementation, our approach was to advance comprehensive performance, reduce the systems inability, and enable expert decision-making within the organization.


Front-End:

To ensure comprehensive and efficient navigation for the client, we thoroughly redeveloped the Salesforce interface, which included easy-to-read data visualization, creating a required dashboard, adding new features, and updating workflows, thus automating the tedious operations. Our approach ensured a seamless user experience while addressing any knowledge gaps due to staff turnover.

  • We incorporated a user-friendly interface with improved navigation for better adoption.
  • The dashboard was revamped for clear data visualization and informed decision-making.
  • The workflow got automated, thus improving efficiency.
  • With the intuitive workflow and processes, the staff turnover was curtailed.

Backend:

Our backend developer team collaborated with the frontend development team to prepare extensive and intuitive custom reports and dashboards, empowering informed decision-making for the client, further furnishing a data solution leveraging Salesforce solutions. We enabled the below benefits:

  • We handled several requests concurrently.
  • With our backend support the client was receiving accurate and timely updates.

Development Process:

Our agile application development team adheres to a rigorous work methodology, with the primary focus being to support developers in managing intricate project requirements. But we ensure that each one of them regulates one aspect of the project. A feed project’s highlights are listed below.

  • We structured procedures with automated processes for better productivity.
  • With our enhanced data visualization, augmented decisions were facilitated.
  • By incorporating an intuitive interface, staff turnovers were controlled with reduced knowledge gaps.
Business Outcomes
The application of the rationalized Salesforce implementation service generated significant enhancements for the client, resolving their vital obstacles and pilot to favorable end results:

  • We were able to optimize the workflows, boosting overall productivity, enhancing business process automation and operational efficiency by 60%.
  • Enhanced dashboard with swift data visualization and empowered decision-making.
  • With intuitive navigation and a user-friendly interface, we were able to minimize the learning for new employees and, therefore, reduce attrition by up to 20%.
  • A surge in multi-tasking capability and enhanced customer relation management improved client satisfaction and resulted in a faster response time of up to 35%
  • Timely updates ensured the elimination of the risk of inaccurate data.
Client's Speak
We are very grateful for Flexsin's Salesforce implementation strategy. The intuitive interface and automated workflows have made a huge distinction in our productivity and improved operational efficiency.

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