Customized Salesforce CRM Development

Cloud Science Labs helped the real estate client of Dubai with customizing their Salesforce CRM to the company's needs. Our team employed the latest Salesforce technology and techniques to streamline their real estate business experience.

About the Client:

The client, a leading real estate firm in Dubai provides property buyers with expert guidance, market insights, and a smooth experience through the property buying journey in Dubai. They are local experts with an understanding of Dubai’s market that helps first-time buyers, an investor, or a seller capitalize on their property.

Industry:

Real Estate

Project:

Customized Salesforce CRM Development

CSL delivered an upgraded Salesforce CRM to the client in Real Estate. The client now enjoys a smooth work process, reduced manual errors, and actionable insights to make wise decisions in building their business.

The Challenge:

The client struggled with their existing CRM system which was misaligned to their business needs. The system had unnecessary steps, slowing down operations, issues with navigation, and lack of meaningful reports. These collectively were impacting the efficiency and productivity of the client’s team.

The inefficiency and issues with the client’s system were leading to:

Complicated Data Management:	Creating unnecessary records just to link properties with contacts added confusion and wasted time.
Non-Aligned Sales Process:	Predefined sales stages didn’t reflect their workflow, making deal tracking inconsistent.
Slow Lead Creation:	Irrelevant mandatory fields like “Company” slowed down the team’s lead generation efforts.
Confusing Layout:	Irrelevant tabs, like "Projects," cluttered the interface, making it harder to use.
Limited Reporting Options:	They struggled to access insights into key metrics such as monthly sales and lead generation.

Boosting Productivity with Salesforce

The Solution:

At Cloud Science Labs, our team worked with dedication, understanding the client’s operations in and out. The CSL team delivered tailored CRM configurations, seamless integration of contacts and properties, and customized dashboards, reports, and workflows designed to improve their operations.

Here’s how we customized the Salesforce CRM to work perfectly for the client:

Simplified Data Management: Redesigned the system to let them link properties directly with contacts, eliminating unnecessary steps.
Custom Sales Stages: By adding stages like ‘Coming to Market’ and ‘Live,’ the CSL team aligned the CRM with their sales process, helping in smooth tracking from start to finish.
Streamlined Lead Creation: Irrelevant fields were removed, making lead generation faster.
Decluttered Interface: Removed unused tabs, creating a clean and intuitive workspace for their team.
Tailored Dashboards: Custom dashboards and reports provided insights into their key performance indicators at a glance, helping in better decision-making.

Technology Involved:

Salesforce CRM: Customization and optimization
Apex Code: For process automation and enhancements
Dashboards & Reporting Tools: For real-time data insights

The Results:

The client experienced a dramatic improvement in their daily operations:

Efficiency Boost:	By removing unnecessary steps, the team saved time and focused on what mattered most—closing deals.
Better Sales Tracking:	With custom sales stages, the client can easily track every deal from start to finish.
Faster Lead Management:	Lead creation got 30% quicker, giving the team more time to follow up with clients.
Improved Usability:	The simplified interface made navigation very easy.

Conclusion:

The client received a customized Salesforce CRM development that is working seamlessly with their business needs. Their operations are now streamlined, their team is more productive, and their leadership can make data-driven decisions with confidence. At Cloud Science Labs, we take pride in helping businesses and delivering solutions that aren’t just functional but transformative.

Ready to Simplify your Complicated Business?

Email us today at digital@cloudsciencelabs to discuss the challenges your business is facing and experience the difference between a solution built just for you!