Bridging the gap between builder & home buyer using Salesforce.

Products:

Sales Cloud, Service Cloud, Community Cloud, Pardot, Knowledge, Einstein Analytics

The Challenge

Our client sought to execute an ambitious growth strategy that put their customer at its center.

They engaged our expertise in increasing the agility of communications - to help them better connect with home buyers, and continue building their brand after the sale.

Business Type:

Residential Home Builder

Products:

Sales Cloud, Service Cloud, Community Cloud, Pardot, Knowledge, Einstein Analytics

Integrations:

Newstar, DocuSign, Design Studio Manager, GetFeedback

The Solution

Through marketing automation & app integration, we maximized the use of our clients’ Salesforce license to help them achieve their goal.

Our experts took a 5-step approach:

  • Create a robust lead qualification process in Salesforce.

  • Develop real-time two way integration between the client’s enterprise resource planning (ERP) system and Salesforce.

  • Automate customer engagement using Salesforce.

  • Facilitate the development of an online community.

  • Provide the client with advanced Salesforce training.

The Results

  • With a more robust lead qualification process on hand, our client was able to easily dedicate resources to their best prospects, allowing them to provide a white-glove service to home buyers from the very start.

  • Once involved in the sales process, buyers were kept engaged through automated marketing communications that reached them with the right product information, at the right time.

  • After their purchase, home buyers received real-time updates on their home’s construction via the integration between our client’s ERP system and Salesforce, putting the their mind at ease.

  • Upon moving into their new home, customers were able to share questions, thoughts & experiences with other buyers through the client’s proprietary online community - built exclusively for customers using Salesforce.

  • Our client was able to provide this turn-key experience to home buyers easily, with minimal downtime, after receiving Salesforce training from our expert team.

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