Integration of Twilio with Salesforce to Streamline Lead Management and Enhance Customer Engagement
100%
Eliminated Manual Errors
80%
Improvement in data quality
55%
Customer Engagement increased
Overview
From scattered records to a single automated flow
What You Need To Know
As a business operating in the competitive real estate investment industry, managing leads effectively is critical for Hamilton to maintain strong relationships with investors and clients.
Why It Matters
Hamilton Real Estate Capital aimed to automate lead management by integrating web and email inquiries directly into their Salesforce account to improve data accuracy and customer engagement.
What HIC Did
HIC Global Solutions assisted Hamilton Real Estate Capital in automating its lead management process and enhancing customer engagement through the integration of Twilio with Salesforce.
Challenges Faced
Bottlenecks slowing every hand-off
High Volume of Inquiries:
Managing a large number of inquiries and emails manually was becoming increasingly difficult.
Manual Data Entry:
Storing customer information manually led to errors and mismatched data, complicating lead management.
About the Company
Operating out of the US, Hamilton Real Estate Capital is a real estate investment company that invests in multifamily and commercial real estate in partnership with sophisticated institutional investors, family offices, and high-net-worth individuals.
They also provide advisory services to large financial institutions regarding commercial real estate, commercial mortgages, valuations, and workouts.
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Solutions Offered by HIC
One pipeline, from record discovery to secure delivery
Automated Lead Insertion
Developed a system to automatically insert web and email inquiries directly into Salesforce. With this solution, each lead of a given subject, be it a web inquiry or an email, would now directly go into their Salesforce account.
Salesforce Twilio Integration
Integrated Twilio with Salesforce, enabling agents to send and receive SMS and Facebook Messenger conversations and make calls directly from Salesforce.
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