Modernizing Sales Operations with Salesforce Migration and Integration
Migrating from legacy systems to Salesforce to streamline sales operations, improve analytics, and deliver real-time performance insights for a leading luxury property developer.
Client
A premier luxury property developer in the Middle East with a vast portfolio of residential, commercial, and leisure properties across the UAE, Saudi Arabia, Qatar, Jordan, Lebanon, and the UK.
Problem Statement
The client’s sales operations relied heavily on outdated tools like Microsoft Excel and Outlook for data tracking and reporting. This setup limited visibility, slowed reviews, and lacked real-time performance monitoring and collaboration capabilities.
Industry
Real Estate
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Quick Summary
- Migrated central data source from Oracle to Salesforce.
- Integrated Salesforce with IPMS and external meeting tools (Microsoft Teams, GoToMeeting).
- Automated daily and weekly sales reviews with live data capture.
- Result: 44% increase in lead volume, 22% higher conversion rate, and 25% improved sales productivity.
Client Profile
The client is a leading Middle Eastern luxury real estate developer with operations spanning multiple countries and a focus on premium residential and commercial properties.
Challenges: Overcoming Legacy System Limitations
- Reliance on manual data management through Excel and Outlook
- Lack of a centralized CRM for sales and marketing data
- Inefficient sales review and performance tracking process
- Incompatibility between existing Oracle setup and modern integration needs
QBurst Solution: End-to-End Salesforce Migration and Custom Integration
QBurst modernized the client’s sales data ecosystem by migrating from Oracle to Salesforce and integrating multiple systems for real-time updates and automation.
- Customized Apex classes to integrate Salesforce with the IPMS system using REST APIs (replacing SOAP).
- Developed Visualforce pages for scheduling and managing online meetings integrated with Microsoft Graph API and GoToMeeting API.
- Automated daily and weekly sales review dashboards with live data directly from Salesforce.org.
- Configured new Salesforce objects to manage inventories, payment plans, and customer data.
- Exposed customer portal functionalities via REST APIs for mobile app consumption.
- Enabled push notifications for real-time service request updates to customers.
Technical Highlights
- Migration from Oracle to Salesforce for centralized data management
- Integration with Microsoft Teams for seamless internal collaboration
- REST API–based data exchange between Salesforce Org and IPMS
- Responsive and interactive Visualforce pages for analytics and review tracking
- Tech Stack: Apex, Visualforce, REST API, SOQL, JavaScript, jQuery, CSS
Impact
- 44% increase in lead volume
- 22% improvement in lead conversion rate
- 25% boost in overall sales productivity
- 60% faster marketing campaign deployment
- Real-time visibility into sales performance through live dashboards
- Improved collaboration and customer experience through system integrations
Client Profile
Challenges
QBurst Solution:
Technical Highlights
Impact