Creating a tailored Salesforce CRM solution with Personalized User Dashboards
Overview
NextGen Homes is a prominent brokerage firm based in San Francisco, ranked among the top 500 in the region. Known for its forward-thinking approach and innovative strategies, the company boasts a rapidly growing network of real estate agents. To meet the demands of its exponential growth, the company sought a Smart CRM solution to streamline daily operations and enhance productivity.
Technical Stack
Industry
Real Estate
Region
USA
Project Size
Non- Disclosable
Challenges & Solutions
Managing paperwork and filing became increasingly time-consuming and complex as the company expanded.
- Solution: Implemented a customized Salesforce CRM solution to streamline operations and enhance transparency across the organization
Employee efficiency was hindered by using multiple systems for routine tasks and reporting.
- Solution: Developed personalized user dashboards and business planning tools to improve agent productivity and goal-setting.
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Years of Business
Experience
Happy
Customers
Countries with
Happy Customers
Agile enabled
employees
Features
- Performance Management Tools
- Meeting and Appointment Calendar
- Lead Generation and Management System
- Integration with Third-party Tools
No. of Developers
06
Time Frame
March 2022 - Ongoing
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