Case study
Salesforce lead management for a real estate investor
Lead management inside Salesforce for a US real estate investment company: entry, tagging, classification and cleanup.
- Client
- US real estate investment company
- Industry
- Real estate
The challenge
Leads arrived from many sources and the CRM needed to stay clean enough for the sales team to trust.
What we did
- Entered and updated lead records every day
- Built custom fields for real estate deals
- Tagged leads by source and classified them as buyer, seller or investor
- Removed duplicates and flagged urgent, high-value leads
The outcome
A clean, current CRM the client's team could work from with confidence.
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