Adaptal

Country Club Living

Our Salesforce project enabled better visibility and management of villages, properties, residents, and enquiries, while providing powerful reporting and dashboard capabilities. This comprehensive integration empowered sales agents to efficiently track and manage sales opportunities, streamline customer interactions, and gain valuable insights through detailed reports and dashboards, resulting in improved sales performance and customer satisfaction.

Our team has completed a remarkable achievement by successfully implementing a comprehensive Salesforce solution for a prominent retirement village developer. This endeavor has brought about a transformative change in their operational landscape. Through skillful integration of Salesforce Sales and Service functionalities, coupled with seamless integration with their existing systems, we have catalysed a remarkable evolution in the way they operate.

This strategic amalgamation has empowered the company to elevate their oversight and influence over crucial aspects – be it villages, properties, residents, or enquiries. The introduction of potent reporting mechanisms and intuitive dashboards has bestowed them with an all-encompassing 360-degree perspective of their enterprise. This newfound panoramic view equips them to adeptly manage their sales pipeline, optimise customer interactions, and deliver an unparalleled standard of service.

ARCHITECTURE
Salesforce Partner

Overall, the successful implementation of Salesforce equipped the company with a robust set of tools to effortlessly manage both new and existing villages. From streamlining resales and providing dedicated resident service support to coordinating events, inspections, and generating comprehensive monthly reports, the Salesforce solution simplified their operations, enabling them to operate with ease, efficiency, and deliver exceptional service to their residents.

IMPACT
01.

Marketing

Improvements in marketing activities, empowering the company with effective campaign tracking capabilities to better allocate budget and resources for optimal results.

02.

Sales

Managing the sales pipeline, facilitating efficient tracking of leads, seamless deal closures, and ultimately driving revenue growth through effective sales strategies for house inspections.

03.

Reporting

Robust reporting and dashboard capabilities, offering comprehensive visibility into villages, properties, residents, sales pipeline, house inspections, and marketing campaigns. This enabled data-driven decision-making, enhanced operational efficiency, and strategic planning for optimised performance and growth.

04.

Operations

Efficiently track and organise resident contracts and DMF details, ensuring accurate record-keeping, streamlining processes, and improve compliance in managing this critical aspect of business operations.