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Salesforce kept clean under constant lead flow

Salesforce lead entry, tagging and cleanup, every day, for a US real estate investment company.

Client
US real estate investment company
Industry
Real estate
Salesforce lead records tagged, classified and flagged

The load

Leads poured in from many channels. Without daily maintenance the CRM would rot.

The engineering

  • Leads entered and updated every day
  • Custom fields for real estate deals
  • Source tags plus buyer, seller or investor class
  • Duplicates purged, urgent leads flagged

The output

A CRM the sales team can run on without second-guessing it.

Next step

Bring us the hard part.

Platforms, sites, apps, agents, pipelines or campaigns: bring us the work that is slowing you down and we will tell you how we would engineer it and what it costs to start.

Call (267) 571-5128Philadelphia, PA
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