Sales Cloud Implementation
The Challenge
After reviewing a number of solutions, JG King settled on Salesforce and enlisted the help of Social Garden to manage the implementation and rollout of Salesforce across the business.
In a series of workshops, Social Garden worked with JG King Homes’ staff to map the current and future state of the customer journey. With this understanding, a new CRM solution was scoped to ensure it aligned with customer expectations. A detailed data dictionary and intent markers were created, allowing for better tracking of prospects in their sales journey.
As part of the scoping process, Social Garden developed a data dictionary (all fields and mandatory fields for each stage) and intent markers which can be used to identify where a prospect is at in their sales journey.
Social Garden collaborated with JG King Homes’ executives and sales managers to ensure Salesforce’s functionality and reporting met the company’s needs. Demos were conducted to validate the system’s alignment with business requirements. After implementing Salesforce, training sessions were held for sales managers and consultants, along with the creation of ‘how-to’ videos to streamline onboarding for new hires.
Once Salesforce was implemented and tested, Social Garden began the training the sales managers and sales consultants on how to use the system effectively. This was done via a number of focused workshops. Social Garden also created ‘how-to’ videos to further support the consultants and make onboarding new consultants easier in the future.
Services
Sales Cloud Implementation
Call Centre
"2-years ago, we decided to migrate our CRM to Salesforce with the help of Social Garden. Since implementing Salesforce, our sales team are more engaged with our customers and more effective at managing their pipeline. Salesforce has given us greater transparency on KPIs that drive key decisions within the business every day."
-Jess Geogan, Marketing Manager
A key requirement for JG King Homes was to enable sales consultants to create house and land packages using Salesforce data. Social Garden developed a native tool that allowed consultants to easily generate marketing materials directly within Salesforce, improving the overall workflow.
Another essential need was to centralize product information within Salesforce. Social Garden simplified this by creating a custom “home design” object for product management and integrating Box for file storage. The daily export updates pricing and products across all digital channels, such as the website, realestate.com.au, and domain.com.au, making product maintenance effortless.
There is a daily export that updates products and pricing across all digital channels including website, realestate.com.au and domain.com.au, making it easy to maintain and update products.
Growth in the pipeline: 28% growth in sales opportunities Adoption: 100% adoption rate
Strategy Before Software Map the customer journey before choosing your solution.
Ensure you involve people from all parts of the business in the rollout.
Salesforce is an amazing tool and can be heavily customised to suit your needs.
Like what you see?
Nestled in Hidden Valley is La Dimora Retirement Village, a resort-style community by the Arcadia Group.
In the dynamic landscape of commercial real estate on the Gold Coast, Harcourts Coastal Commercial has continued to stand as a prominent player, particularly specialising in the sale of the architectural gem, Bedros On Bailey.
