Real Estate Case Study
Streamlining Lead-to-Closing with Salesforce and Custom Agent Tools
The Challenge
A rapidly growing real estate agency with over 150 agents faced serious roadblocks to scaling effectively.
- Listings were managed through disconnected systems, requiring constant manual updates.
- Agents juggled multiple tools for communication, deal tracking, and client engagement.
- Without real-time visibility, promising leads were falling through the cracks.
The result? Slower closing times, missed opportunities, and frustrated agents.
The Solution by CloudNova
CloudNova partnered with the agency to modernize and unify their real estate operations using Salesforce technology:
- Deployed Sales Cloud, customized with Lightning Web Components (LWCs) for intuitive tools like property search, agent dashboards, and lead routing.
- Integrated MLS data using MuleSoft, ensuring listings stayed up to date automatically across the platform.
- Built a mobile app with the Salesforce Mobile SDK to give agents the power to manage showings, update client records, and send follow-ups on the go.
Implemented automated alerts and email journeys for buyers and sellers—keeping everyone engaged at each stage of the sales funnel.
The Results
The transformation dramatically improved operational efficiency and agent success:
- 28% faster lead-to-closing cycle, reducing time and friction across every deal.
- 46% boost in agent satisfaction, driven by better tools and mobility.
- 3x more deals closed per quarter, thanks to streamlined workflows and better visibility.
The Outcome
With Salesforce as their digital backbone, the agency now runs smarter and scales faster. Agents spend less time on admin and more time closing deals—empowered by a unified, mobile-ready platform that supports their hustle from lead to close.
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