Revenue operations for a developer that builds for people and planet

Property sales run on project-based workflows, buyer types and contract milestones that generic CRMs don’t speak. Sunkin needed the customer journey mapped into the system, historical records preserved through migration, enquiries captured in real time from every portal, and management visibility across projects and campaigns.

Discovery workshops aligned stakeholders on sales processes and mapped the desired customer journey into a CRM blueprint: data model, access levels and automation needs. The build configured Salesforce from scratch, over 30 custom fields for property-specific data like buyer type, suburb and enquiry source, automation for lead assignment, task generation and follow-up reminders, and real-time integration with REA, Domain, Urban.com.au, Apartments & Developments and Sunkin’s own website.

Legacy records were audited, cleansed and migrated in full, 100% of historical data preserved with buyer types and enquiry channels intact, validated with the sales team. Custom dashboards track funnel progression, campaign performance and contract milestones, and a staged rollout with training, documentation and close first-weeks monitoring made adoption stick.

Salesforce now manages and operationally influences more than $150M of pipeline, with five-plus lead sources feeding real-time capture, faster response times, and dashboards giving Sunkin full visibility across the buyer journey.