Project Name
How a Leading Real Estate Firm Boosted Agent Productivity with RollUp Magic
A prominent real estate firm overseeing diverse property portfolios and a large network of agents was relying on Salesforce for operations—from managing client interactions to monitoring sales activities. However, as the business grew, leadership faced difficulties in accessing real-time sales insights, tracking agent performance, and managing property engagement data efficiently.
The firm needed a no-code Salesforce automation solution that could handle complex data rollups across related objects like viewings, offers, and agent activities. That’s when RollUp Magic, the most versatile rollup summary Salesforce app, revolutionized their operations.
-
Inconsistent Pipeline Visibility
Sales data was distributed across multiple objects—properties, viewings, and offers—making it hard to track the sales pipeline across regions and agents. -
Manual Roll-Ups of Viewing and Offer Data
Important metrics like total property viewings or offers received had to be manually compiled in spreadsheets, slowing down decisions and increasing the risk of errors. -
Delayed Agent Performance Reporting
The leadership team lacked real-time insights into agent performance, resulting in delayed performance reviews and limited ability to recognize top performers.
By implementing RollUp Magic, the company automated and streamlined data aggregation across multiple Salesforce objects with ease:
-
Property-Level Rollups
Automatically aggregated the number of property viewings, offers received, and conversion metrics—giving instant insights into the engagement level of each property. -
Agent KPI Dashboards
Generated real-time rollups of agent activities, including viewings scheduled, offers closed, and revenue generated—presented directly on agent profiles for performance tracking. -
Region-Wise Performance Tracking
Created custom dashboards showcasing sales pipeline progression and agent performance across different regions using complex lookup relationships and automated rollup summaries.
-
70% Boost in Agent Productivity Tracking
With real-time rollups of agent activity, the firm significantly improved transparency and motivation across the sales team. -
Instant Viewings-to-Sales Conversion Metrics
RollUp Magic enabled the company to monitor conversion rates per property, helping identify both hot listings and underperforming assets. -
Streamlined Regional Performance Dashboards
Sales managers gained the ability to track performance across locations with instant access to rolled-up metrics, reducing reporting turnaround time.
RollUp Magic empowered this real estate giant to transform scattered Salesforce data into strategic insights—without writing a single line of code. From viewing-to-sales conversions to agent KPIs, every data point became actionable.
For businesses in the Salesforce real estate ecosystem, RollUp Magic is the go-to tool for no-code Salesforce automation and intelligent performance tracking.
Turn Your Salesforce Data into Real Estate Intelligence with RollUp Magic!
