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In the fast-paced world of real estate, brokers and agents rely heavily on CRM systems to manage client interactions, deals, and sales pipelines. However, many real estate firms struggle with poor CRM adoption due to cumbersome, outdated user interfaces. One such company faced these challenges, finding that their sales team was not fully utilizing their CRM platform. AiSynapTech’s expertise in Salesforce solutions helped this firm streamline its processes and significantly improve CRM adoption, ultimately driving greater business outcomes.
The client, a prominent real estate firm, faced significant CRM adoption challenges. Their previous system was a classic Salesforce setup that was difficult for their brokers to navigate. The system lacked the user-friendly features that modern teams expect, leading to underutilization and, as a result, missed sales opportunities.
Cumbersome user experience hindered effective CRM adoption.
Sales brokers struggled with inefficient data entry and navigation.
Lack of personalization led to frustration and disengagement.
Low CRM engagement resulted in missed follow-ups and opportunities.
Inefficient processes delayed deal closures.
The client’s CRM was not enabling their sales teams to work as efficiently as possible, which had a direct negative impact on their sales performance.
AiSynapTech took a methodical approach to resolve the client’s CRM challenges. By migrating from the classic Salesforce interface to the Lightning Experience, we were able to offer a more modern, streamlined experience that would increase user engagement and boost productivity.
Our team first analyzed the client's workflows to identify key pain points. Then, we customized Salesforce Lightning pages, focusing on simplicity and personalization. Each broker’s page was tailored to their specific needs, ensuring they had quick access to the most important tools and data.
Streamlined layout designs for easier navigation.
Personalized Lightning pages tailored to each broker’s workflow.
Automation of repetitive tasks to save time.
Improved mobile optimization for on-the-go accessibility.
Enhanced user interface to promote a more intuitive experience.
This strategic migration and customization created an environment that brokers were more likely to engage with, improving overall CRM adoption.
AiSynapTech deployed a customized Salesforce Lightning Experience, where every broker received a personalized, intuitive page tailored to their specific role in the sales process. The layout was simplified, key information was prioritized, and the system was optimized for mobile use, ensuring brokers could access the CRM anywhere, anytime.
Streamlined layouts that minimized unnecessary clutter.
Personalized dashboards focusing on key data and actions.
Mobile-first optimization for brokers working in the field.
Automated follow-ups and notifications to ensure no leads were lost.
Training and support to ensure smooth transition and usage.
This modern Salesforce environment enhanced user engagement, making the CRM a vital tool in brokers' daily operations.
KPI
Before AiSynapTech
After AiSynapTech
Improvement
CRM Adoption Rate
60%
87%
75%
Closed Deals
120
158
30%
Average User Engagement
Low
High
Significant Boost
Time Spent on Data Entry
High
Low
Reduced by 30%
The migration to Salesforce Lightning led to remarkable improvements in CRM adoption and sales performance. The intuitive design, personalized interfaces, and automation tools had an immediate and lasting impact. These results demonstrate how a simple but impactful transition to Salesforce Lightning can drive significant improvements in CRM usage and sales outcomes.
“Working with AiSynapTech was a game-changer for us. Their team understood our challenges and provided a solution that not only improved CRM adoption but also helped us close more deals. We’ve seen a substantial improvement in our team’s productivity and engagement.”
– Real Estate Firm Client
