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Streamlining Real Estate Operations Through Managed Services

streamlining real estate operations through managed services

OBJECTIVE
The main objective of the managed services project is to offer extensive support through a ticket-based system, focusing on automation, support tasks, and feature enhancements to enhance the client’s real estate operations, aligning with client-centric solutions.

CHALLENGES

  • File Uploading Feature by leveraging the Community Site: Address file upload challenges: size, account linkage, IDs, and team alerts.
  • Automation Complexity: Implementing real estate automation faced complex hurdles, emphasizing a commitment to innovation.
  • Email Validation API Integration: The marketing project handled many emails, and required API integration for verification.

APPROACH
The project prioritized creating a community site where customers can upload files linked to their accounts, integrated into the website for Salesforce Sales Cloud efficiency. We also handled tasks related to automation and email validation, customized for real estate workflow and compliance. The primary goal was to build a robust, adaptable system aligned with client requirements.

BUSINESS  BENEFITS
These benefits demonstrate the commitment to addressing the multifaceted real estate needs of clients.

  • Enhanced Workflow Efficiency
  • File Upload into Salesforce as an external customer
  • Email Address Validation

BENEFITS FOR CLOUDQ

  • Enhance expertise in Salesforce Sales Cloud, Community, and API Integration.
  • Strategically prepare the organization for future ventures.
  • Solidify CloudQ’s reputation as a dependable partner within the real estate industry.

INDUSTRY
Foreclosure Specialists

CUSTOMER PROFILE
International company with 4+ years in the fintech industry.

CUSTOMER FEEDBACK
CloudQ’s team is very knowledgeable and reliable. They go above and beyond to offer a perfect solution for our company. Highly recommended.

TECHNOLOGY AND TOOLS
Integrated Development Environments (IDEs): Visual Studio served as the primary development and programming tool.

ABOUT CLOUDQ
CloudQ is one of the INC 5000 fastest-growing private companies based in Alpharetta, GA. We specialize in cloud-based technology implementation such as Salesforce. Our clients attribute us to our transparent, highly efficient and customer-centric business model.
We are the Silver consulting partner for Cloud-based Technology in Salesforce.
www.cloudq.net 
info@cloudq.net
US: +1 404 410 1441
IN: +91 471 4067172

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CloudQ

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