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Pioneer in Offering CRM Solutions since 2010...

Boost Property Sales with
SalesForce

With salesforce property company organized their day to day operation and increase sales.

Company Background

The company is the RealEstate Property Booking company from Melbourne, Australia. The company offers a room booking website that is integrated with Airbnb, Facebook, and many other websites. They book rooms for Guests and withal homeowners. HomeOwner additionally gives their property on rent for guests.

Industry

Property Sales

Project

Boost Property Sales with SalesForce

Region

Australia

Key Functionality

Lead Tracking & Integration

  • WebToLead Integration with Facebook, Airbnb and other social media website to capture leads.
  • Auto Assignment lead based on territory and activity of lead conversion success ratio of sales person.

Duplicate Record Handling

  • Duplicate record handling report, there are many records from the past as well as upcoming records which were duplicate like the same date, same property booking coming also same booking product get.

Integration

  • Fresh Caller integration with RealEstate portal built in SalesForce to help connect customers directly from salesforce in one click. Integration with fresh caller applications that contain call, missed call, outbound, inbound call but fresh caller sends records for only calls in salesforce.
  • Nicereply Integration with SalesForce helps customers to quickly get customer feedback from Nicereply and visible inside salesforce.
  • Integration with PMS portal which contains Booking and payment information with salesforce.

Payment Integration

  • Integration with Stripe payment gateway.
  • Email sequence for payment in various steps,
    • First deposit
    • Make payment
    • Send payment link
    • Capture pre-auth payment
  • Payment pages build on visual force to capture payment from customers including associated fees along with payment.

Booking Agreement.

  • Various Terms & Condition validation for Guest to sign Agreement
  • Booking Agreement flow for guests to sign an agreement on booking with an option to block some money to confirm booking.
  • Sign Agreement flow for new property from New Homeowner.

Booking Automation

  • Automate email,SMS notification to customer as well as internal team on direct booking.

Other Key Features

  • Report and dashboard for upcoming arrival guests,activities, cases and booking.
  • Option of convert an opportunity to property.
  • Outstanding balance automation notification to guest to pay due payment.
  • Case management report based on status of case like open, pending, in progress, etc.
  • Set automation based on time triggers like Guest arrival, Guest departure, outstanding balance, notification sent to the Property booking team and their members.

SalesForce / Integration Tools used

  • SalesForce Sales Cloud
  • SalesForce marketing Cloud
  • FreshCaller
  • Nice Reply

Team Involvement

  • Jr. SalesForce Developer
  • Sr. SF Developer
  • SalesForce Architect
  • SalesForce Administrator

Problem

  • Company has a quandary in congruously managing booking,contacts and notification of booking to customers.
  • Automation not working correctly on Attest booking.
  • The report was not engendered with the correct record.
  • The dashboard did not show the correct booking number for a particular time.
  • Email notification not working for HO, Guest, Management team.

Solution

  • VIPL Team works with Customer’s stakeholder team to understand the requirement to make sure their core business execution process to be Automated.
  • Implementation of various automated workflow integrated with booking system to notify customer and internal team to get real time updates of booking/cancellation and refund process.

Project Screens

Project Timeline

May-2019

May-2019

3 Week

Requirement, Gathering, & Analysis

June-2019

June-2019

3 Week

Scope Documentation & Agreement

July-2019

July-2019

6 Week

Phase-1 Development

Sep-2019

Sep-2019

4 Week

Phase-2 Development

Oct-2019

Oct-2019

3 Week

SandBox Testing & Deployment

Nov-2019

Nov-2019

3 Week

UAT

Nov-2019

Nov-2019

1 Week

Deployment on Production

Useful Resources

  • Blog

  • Videos

  • Case Study

Trusted Customers

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  • Meanwhile, we sign an NDA to ensure the highest privacy level
  • Our pre-sale manager presents project estimates and approximate timeline

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