Salesforce Products Used
Sales Cloud
Marketing Cloud
Salesforce Integrations
Sales Cloud Marketing Cloud 
Based out of Dallas, Texas, HomeVestors of America is a privately owned, nationwide US real estate investing franchisor. It has a network of over 1,100 franchisees, which buy homes in need of repair and homes that sellers need to sell quickly than usually can be done through a realtor.
The existing Salesforce org was quite confusing and messy due to poorly implemented custom objects, fields, workflows, triggers etc.
HomeVestors has more than 1100 franchisees and these use the Community pages to manage property buying, selling, and deal details. However, the community interface being used was not intuitive, nor was it optimized for the required viewing options.
SalesforceOrg was integrated with systems such as Five9 (an Interactive Voice Response (IVR) Software), FormAssembly (an online data collection and form builder), Dashcord (for building native marketing solutions), etc. Bulky backend transactions resulted in long processing times for the implemented webservices. This also raised chances of failure of API request and/or response. Moreover, the real-time data dependencies on these partners made data management increasingly difficult.
Sales representatives had to handle several business processes manually and repetitively such as assignment of lead to a franchisee, creating related records, sales path action and activities, sending marketing emails. This frequently resulted in data validity and integrity concerns. The reps also had to switch between different screens to see all the relevant details.
The team reviewed the existing Salesforce customization and made extensive changes as per the industry standards to make the org effective and efficient.
Simplified and streamlined the processes to reduce time taken for record creation.Used Queueable Apex for handling high governor limits, to avoid hitting the limits on certain process executions.Created custom objects to handle code-level exceptions and setup a process to notify the admin about the same.Reduced response time for web services to achieve the desired performance.Designed automated jobs for data cleaning and configured system configurations in metadata.
Reduced the time taken for record creation.Increased control over backend processes.Redesigning of the architecture made APIs more responsive.The community portal’s pages were not cross-browser compatible, responsive or mobile-friendly. The team worked on handling the required changes to improve the UX in terms of design and layout and made them mobile compatible.
Optimized the Community Pages used by the franchisees with custom components and designed a uniform theme to be used across all pages.Used external CSS and new web designing tools to make UX intuitive.Made all webpages mobile compatible.Improved design and layout, mobile compatibility, and responsive navigation provided seamless experience across platforms and screen sizes.Common theme and template-based interface for the entire portal gave a unified and credible experience.Since HomeVestors was finding it difficult to receive data in real-time from the 3rd parties (integration partners), there was a need to create custom web and email services to handle data exchange efficiently.
Designed and documented custom web services for data exchange between different partners and email services to get data from their partner systems.Optimized the services by breaking down the transactions and removing the unnecessary processes from the sequence of execution.Separated the execution of certain processes and made them asynchronous.Made web services more responsive by reducing the overall processing time.Documentation helped in making changes to the existing integrations as per the business requirements.Enhanced control over the backend of the APIs and removed the dependency on external implementation partners.Ensured strong API request and response logs in Salesforce.Since the sales representatives were stuck with manual data management, the team created custom solutions to handle data management and marketing related processes.
Developed a few business-specific custom solutions such as
Solution to handle lead rotation.A guided opportunity wizard for franchisees.Custom marketing solution to send mass emails.Screen flows for data input.
Simplified processes with automatic assignments, related records creation, email alerts and API requests.
Set up processes to ensure data validity such as validation checks, rules for duplicate data, auto field population, and data cleaning scheduled jobs.Set up exception logging, monitoring and alerts for the main processes.Automated tasks and activities resulted in saved time for the representatives.More streamlined, accurate, and guided processes.Gave the reps and the franchisees related and necessary details.
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