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Case Study: Automating Dynamic Reports and Dashboards in Salesforce
Real Estate

Case Study: Automating Dynamic Reports and Dashboards in Salesforce

The Backstory The client, a rapidly expanding real estate brokerage, relied heavily on Salesforce to manage listings, leads, opportunities, brokers,...

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Case Study: Salesforce HubSpot Sync and Reliable Lifecycle Management
Real Estate

Case Study: Salesforce HubSpot Sync and Reliable Lifecycle Management

Client Background The client, a rapidly growing real estate brokerage, used HubSpot for its marketing operations and Salesforce for managing sales...

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Case Study: Streamlining Real Estate Sales with Salesforce CPQ
Real Estate

Case Study: Streamlining Real Estate Sales with Salesforce CPQ

Background The client operated in a real estate environment where pricing models, unit configurations, add-ons, and contract terms varied by region,...

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