A New Era of Property Management: PreludeSys Drives Growth and Efficiency for a Renowned Real Estate Developer

About the client

Our client is a prominent real estate developer based in Qatar, renowned for its commitment to sustainable and innovative projects. As part of the Qatar Foundation, it is aligned with the country’s 2030 vision, aiming to incorporate environmental stewardship and technological advancement into its projects.


Client challenges

Our client’s existing property management application was struggling to meet their evolving needs. The lack of a robust CRM hindered lead tracking and customer interaction management, leading to inefficiencies in the sales process. Manually entering lead details from phone calls was time-consuming and error-prone. Additionally, the system’s inability to integrate with existing customer data and its lack of key features like milestone tracking and activity logging hampered productivity and personalization efforts.

Solution

1. Streamlining Lead Management:

  • Centralized Platform: Our client’s sales team faced challenges tracking leads across various communication channels. We implemented a centralized Salesforce platform to consolidate all lead information, providing a unified view for efficient follow-up and conversion.
  • Automated Processes: We automated the manual tasks of scheduling property visits, creating quotations, and preparing contracts, saving time and reducing errors.

2. Efficient Service Request Management:

  • Centralized Case Management: The client’s existing service system lacked efficiency in handling customer issues. We implemented Service Cloud to provide a centralized platform for case management and customer interaction tracking.
  • Knowledge Base Access: We equipped service reps with instant access to relevant knowledge base articles, enabling them to respond to customer inquiries promptly.
  • Self-Service Portal: We implemented intuitive chatbots to help customers resolve issues independently, reducing response time and improving overall satisfaction.

3. Optimizing Property Management:

  • Automated Maintenance: The client’s manual scheduling and lack of coordination often led to delays and increased costs. We automated preventive and reactive maintenance tasks, ensuring scheduled upkeep and reducing asset breakdowns.
  • Automated Responses: We implemented automated responses to common call center queries, providing quick resolutions to routine maintenance issues.
  • Efficient Ticket Escalation: We automated ticket escalation for complex issues, ensuring they were assigned to the right agent for timely resolution.
Benefits

By leveraging PreludeSys’ expertise and Salesforce’s powerful capabilities, our client was able to:

  • Increase lead conversion rates by 3X: Our streamlined lead management processes enabled the client to efficiently track and follow up with leads, resulting in significantly higher conversion rates.
  • Reduce onboarding time by 88%: Automated document processes and a centralized platform streamlined the onboarding process, saving valuable time for the client’s team.
  • Improve first response time by 90%: Our efficient service request management solutions, including self-service options and knowledge base access, enabled the client to provide faster and more effective customer support.
  • Streamline service request creation: We simplified the service request process, reducing the time required to create a new request to just 20 seconds.
  • Establish efficient property management practices: Our solutions for preventive maintenance scheduling, property management, and inventory management helped the client optimize their operations and reduce costs.
Technology

Sales Cloud, Service Cloud