Salesforce CRM for a European Real Estate Services Company

Industry

Real Estate

Services

Salesforce ImplementationReal Estate CRM

Technologies

Salesforce Sales CloudApexLightning Web ComponentsFlowsCustom objects

Challenge

A real estate services company provides services to clients across Europe.

Properties, clients and deals were tracked in different tools by different teams:

Disconnected property and client data.
Manual deal tracking.
Multi-country operations.
Limited management reporting.

The client chose Winklix as its Salesforce partner to design and deliver a better way of working.

Solution

Winklix delivered a Salesforce solution tailored to the real estate services company's processes and goals.

Property records

Properties, units and documents managed centrally.

Client management

Clients and their requirements tracked.

Deal pipeline

Deals tracked from enquiry to completion.

Reporting

Pipeline and performance by country and team.

Real Estate Services Company solution delivered by Winklix

The Approach

Discovery workshops — We documented current processes, data and pain points with the client's sales and operations teams.
Configure before customising — Standard Salesforce features were used wherever possible, with custom code only where it added clear value.
Iterative delivery — Work was delivered in short sprints with regular demos so the team could give feedback early.
Training and handover — Admins and users were trained, and documentation was handed over for long-term ownership.

Outcome

The engagement delivered clear, practical results for the client:

One platform for properties, clients and deals.
Consistent processes across countries.
Clear deal pipeline.
Better management insight.

Real Estate Services Company

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Challenge

A real estate services company provides services to clients across Europe.

Properties, clients and deals were tracked in different tools by different teams:

Disconnected property and client data.

Manual deal tracking.

Multi-country operations.

Limited management reporting.

The client chose Winklix as its Salesforce partner to design and deliver a better way of working.

Solution

Winklix delivered a Salesforce solution tailored to the real estate services company's processes and goals.

Property records

Properties, units and documents managed centrally.

Client management

Clients and their requirements tracked.

Deal pipeline

Deals tracked from enquiry to completion.

Reporting

Pipeline and performance by country and team.

The Approach

Discovery workshops — We documented current processes, data and pain points with the client's sales and operations teams.

Configure before customising — Standard Salesforce features were used wherever possible, with custom code only where it added clear value.

Iterative delivery — Work was delivered in short sprints with regular demos so the team could give feedback early.

Training and handover — Admins and users were trained, and documentation was handed over for long-term ownership.

Related Case Studies:

Warehouse Management Software Provider

Salesforce Streamlines Sales and Customer Onboarding for a Warehouse Management Software Provider

Read full post

Online Fitness Community

Salesforce Helps an Online Fitness Community Engage and Retain Members

Read full post

B2B Services Company

ActiveCampaign and Salesforce Integration Aligns Marketing and Sales

Read full post

Essential

Analytics

Marketing

Salesforce CRM for a European Real Estate Services Company

Challenge