Project Overview
Implemented and customized Salesforce for a real estate company to support sales processes and operational reporting. The solution delivered comprehensive CRM capabilities tailored to the real estate industry workflow.
Key Deliverables
CRM Analytics Dashboards
Configured CRM Analytics dashboards to provide real-time insights into sales performance, pipeline health, and operational metrics. Dashboards enabled data-driven decision-making across the organization.
Einstein Activity Capture
Configured Einstein Activity Capture to automatically synchronize email and calendar events with Salesforce. This integration ensured complete activity history for leads and opportunities without manual data entry.
Marketing Automation
Implemented Account Engagement (Pardot) to support marketing automation. The solution enabled lead nurturing, campaign tracking, and seamless handoff of qualified leads to the sales team.
Custom Development
Developed custom Apex and Lightning Web Components (LWC) to extend platform functionality. Enhanced reporting capabilities with custom report types, formulas, and dashboards tailored to real estate metrics.
DevOps & Release Management
Managed end-to-end CI/CD lifecycle using Copado DevOps platform. Established automated deployment pipelines, release management processes, and environment synchronization for consistent delivery.