Salesforce Analyst

Key Responsibilities :

• Gather and analyze requirements from real estate business stakeholders (sales, leasing, marketing, property management) to capture CRM and workflow needs specific to the real estate industry.
• Design, develop, and implement Salesforce solutions tailored to real estate business processes such as lead management, opportunity tracking, inventory management, bookings, contract management, and customer service.
• Configure Salesforce modules (primarily Sales Cloud and Service Cloud) to address unique real estate requirements like project and unit mapping, property lifecycle management, and payment tracking.
• Integrate Salesforce with other real estate systems (property listing portals, ERP systems for inventory and finance, marketing platforms).
• Develop custom components using Apex, Lightning Web Components (LWC), Visualforce, and Flows to enhance real estate processes such as lead nurturing, property allocations, payment schedules, and contract generation.
• Maintain and automate business rules for real estate scenarios such as site visits, customer follow-ups, KYC compliance, and document management.
• Create and maintain dashboards and reports for sales pipeline, inventory status, collection schedules, and agent performance.
• Collaborate with sales, marketing, operations, and IT teams to continuously improve system functionality and user adoption specific to the property sector.
• Ensure data security, privacy (including customer and property data), and compliance with industry regulations within the Salesforce environment.
• Stay updated on Salesforce enhancements and best practices relevant to the real estate industry.

Required Skills and Qualifications :

Preferred Skills :

Skills Required

Visualforce, Soql, Sosl, Sales Cloud, Service Cloud, System Integration