What are the major roles of your Salesforce consultants?

• Define business objectives that support. • Map business objectives into features. • Recommend a suitable edition of the Cloud Platform. • Design customer service, sales, and marketing processes. • Build user adoption strategy.

How your Salesforce consultants can prove helpful?

Our team of Salesforce consultants can handle every project (simple or complex) and help businesses achieve their goals effectively.

How will FEXLE improve your use of Salesforce?

Some of the major pain points that FEXLE will solve for you are as follows: • Bring alignment in all business processes. • Enhance the usage of licenses and user adoption rate. • Advance customer engagement with a relevant prospect, lead and customer communications. • Increase usability with an object as well as page optimization.

What are the benefits of hiring FEXLE as a Salesforce consultant partner?

• We have flexible engagement models. • We offer quality delivery in a stipulated timeframe. • Clients will get a budget-friendly package. • There are multiple Salesforce app development options. • We maintain full secrecy with a non-disclosure agreement.

What are the top cloud-CRM functionalities that you provide?

The following are the top functionalities we offer: • Easy data update • Hassle-free data migration • Organized workflow & approval process • Role permission • Client-centric dashboards and user interface • Custom email services • Custom console • Constant maintenance & testing • Seamless forecasting • Improved communication with teammates • Package integration services • Time-saving tool

What will be your Salesforce development process?

Following is our agile and full-proof development process: • Thorough research and brainstorming • Designing & developing a realistic roadmap • Solution deployment • Quality check • Support and Services • Regular Maintenance

Case Study Purplstack| End to End Revenue Management Solution

Real Estate

Purplstack

A ready-to-use and end-to-end revenue & customer management solution, Purplstack is dedicated to managing the entire real-estate business performance & operations ranging from pre-sales to post-purchase cycles.

Team Size

7 People
About Client

A real-estate business performance management platform provider that helps businesses address the challenges in marketing, sales, and collections.
Timeline

6 Months

Project Overview

A Solution That Holistically Manages Real-Estate Business Performance

Expert in the real-estate industry, Purplstack offers an array of services that streamline the real-estate centric business process. From pre-sales and sales to the post-sales process, the solution covers everything. It also covers aspects like payment, construction agreements, demand notices, and receipts.

It was challenging for the company to configure different tax modules, pricing modules, apartments, projects, etc., as there was no user-friendly interface. The delay in work because of the existing system was also affecting cost & time. FEXLE understood the issues they were facing and built a solution with features such as business & purchase cycle automation, easy cash flow planning, seamless pre-sales operations, customer relationship management.

Goals and Objectives

One of the biggest objectives of this project is to develop an altogether new real-estate management platform on the Salesforce lightning platform. Other objectives are as follows:

To prepare a campaign management module to reach targeted prospects with a clear objective.
To prepare a site visit module to showcase product site & facilitate site visits.
To prepare agent management module to easily manage & track agents’ details.

Key Challenges

There was no user-friendly interface that could help in multiple configurations.
It was hard for users to configure the project, apartment, pricing module, installment module, tax modules and broker & agent management module.
To prepare a complete interface in Salesforce Lightning supported environment.
Dynamically allows users to set up area rates according to type. (Like -Floor Rise charges, Construction cost, Parking cost).

Technology Stack

Salesforce

Salesforce

Apex
VisualForce
SOQL
Lightning Experience
Automation

Features and Solutions Offered by Fexle Services

Handling the real-estate management process is a daunting task. It was a hard slog for the business to get real-time tracking of leads, sales automation, collection, and garner greater customer relationships. FEXLE came into the picture and developed ready-to-use & highly configurable solutions that significantly reduced implementation risks and helped businesses garnering better ROI.