From PropertyShell to a Salesforce that doubles the benchmarks

Project-based property sales needed a custom lead and opportunity model, clear lifecycle mapping from lead to purchaser, and defined rules for data handling, automation and segmentation, with campaign production scaling across active developments in NSW, Queensland and Tasmania.

The build delivered automated round-robin lead assignment and Person Account creation, lead-to-opportunity flows with new statuses like Attended Appointment and Deposited, validation rules and naming standards, and real-time sync with Sales Cloud through Synchronized Data Extensions. Dynamic segments split sales leads, community leads and purchasers, with campaign triggers firing automatically on CRM activity.

Nine mobile-optimised email templates rolled out across the active developments, existing assets migrated and rebuilt for performance, Lighthouse and Rivera project data integrated, and automated lead capture connected so enquiries hit the CRM, and a workflow, in real time. QA validated every flow, sync and deposit rule with the sales and marketing teams before launch.

Manual campaign preparation time fell more than 80%, email campaigns run at a 5% CTR and 10% click-to-open, nearly double the 2.06% and 5.54% benchmarks, and 60% of Marketing Cloud sends now tie to influenced opportunities, with sales and marketing finally aligned on one platform.