Enquiry wizard development

Photo: Enquiry wizard development

Services & Solutions

Business challenge:

Client has a business in Real Estate segment. All the End Customer related information is being gathered with Emails and stored in MS Excel spreadsheets. Company has 14 offices worldwide. There is a serious time lag in information exchange process. We need to build a solution to provide automation for current internal processes to satisfy all the Real Estate Company business needs.

Solution

Wizard based on Salesforce with custom design was offered and implemented.

5 different action scenarios were designed to cover all the possible Client's Staff User workflows. It is possible to store and request necessary information from anywhere (Enquiry Wizard view was optimized for mobile platforms). In addition, a complex custom reporting solution was implemented (these reports collect information from internal Salesforce data and external systems data as well).

Business value

Significant reduction in time used for collecting, storing and sharing information by Client's Staff Users. Usability and availability improvements by using Salesforce based solution – so anyone who has an access could add and use the necessary information.

Recent work