We are looking for a Salesforce specialist to take ownership of the setup, development, and day-to-day administration of a real estate developer’s CRM.
The role involves configuring sales pipelines, integrating communication channels and lead sources, automating lead distribution, creating reports and dashboards, maintaining data quality, and helping the team use Salesforce effectively. A key part of the role is integrating Salesforce with websites and external services, managing data related to real estate projects and units, and providing ongoing system support after implementation.
Responsibilities
Sales Pipelines and Processes
- Configure and improve lead and opportunity management processes, including stages, transition criteria, required fields, loss reasons, tasks, and reminders.
- Align with the business on the differences between direct customer inquiries and broker/agency workflows, implementing separate processes where necessary.
- Configure the conversion of leads into contacts and opportunities while preserving the lead source, history, and ownership.
- Establish relationships between customers, brokers, opportunities, projects, and units within the existing data model.
- Automate follow-ups, inactivity monitoring, and escalations to managers.
Communication Channels and Lead Sources
- Audit existing channels and integrate the agreed set with Salesforce. Review email, telephony, WhatsApp, websites and landing pages, advertising lead forms, and event registrations. Telegram and other messaging platforms may be considered based on business needs.
- Enable sales managers to handle communications directly from the CRM wherever supported by the selected solution, including sending and receiving messages, making calls, assigning ownership, and maintaining communication history in the relevant records.
- Configure the association of inquiries with existing customers, handle repeat inquiries, and prevent duplicate records.
- Preserve lead source information, UTM parameters, campaign data, project interest, and other agreed data points.
- Configure templates, notifications, and automated confirmations while accounting for consent requirements and unsubscribe preferences.
- Monitor integration errors to ensure that failed leads and messages are detected and can be reprocessed without creating duplicates.
- Assess compatibility, licensing requirements, and connector costs before implementation. The final integration approach for each channel will be determined following an audit.
Lead Assignment and Reassignment
- Implement agreed lead assignment rules based on project, language, source, team, manager availability, and workload, including round-robin distribution where required.
- Account for repeat inquiries assigned to an existing manager, exceptions, employee leave, inactive users, and backup queues.
- Monitor time to first contact, configure notifications, and enable reassignment when agreed response-time targets are missed.
- Maintain an assignment history showing who received each lead, when it was assigned, and why ownership changed.
- Ensure accurate reporting after reassignment by separately
