Project Name
Optimizing Real Estate Lead Management with Ksolves’ Salesforce CTI Ninja
In the competitive world of real estate, every lead matters—and timing is everything. A leading real estate company recognized that outdated communication methods and inconsistent follow-ups were causing lost opportunities and client dissatisfaction. They sought a smarter, more efficient way to manage leads and client interactions throughout the sales journey. That’s when they turned to CTI Ninja, a robust Salesforce Computer Telephony Integration solution designed to streamline operations and elevate customer engagement.
- Lead Qualification Gaps: Agents lacked a streamlined way to qualify incoming leads, resulting in delayed or missed opportunities
- Missed Engagement Opportunities: The team lacked a mechanism to identify and capture details of callers who exited the IVR without making a selection, leading to potential leads going unnoticed.
- Inconsistent Data Capture: Information was often incomplete or inaccurate, reducing visibility into customer interactions and hindering effective follow-up.
To address these challenges, the real estate company deployed CTI Ninja, fully integrated with Salesforce. The solution was tailored to real estate workflows with key features including:
- CTI Routing: Incoming calls are routed to the most available agents. If no agents are available, the call is placed in a queue where the caller can remain on hold. Once an agent becomes available, the call is routed to them. If no agents become available, this information is also tracked for reporting purposes.
- Automated Follow-Up Reminders: CTI Ninja triggered follow-up tasks and notifications based on predefined lead stages, ensuring no potential buyer was left waiting.
- Integrated Property Listing Access: Agents received screen pop-ups with instant access to the caller’s property interests and historical interaction data from the listing database reducing back-and-forth communication.
- Seamless Call Logging in Salesforce: All client interactions were auto-logged, enabling better tracking of conversations, agent performance, and conversion insights.
- Higher Lead Conversion Rates: With faster qualification and timely engagement, the company reported a measurable increase in lead-to-deal closure ratio.
- Enhanced Agent Productivity: Real-time context and automation freed up agents to focus on client relationships.
- Improved Client Experience: Timely callbacks and quick access to relevant listings built client trust and satisfaction.
By integrating CTI Ninja with their Salesforce environment, this real estate company turned scattered lead handling into a seamless, intelligent workflow. CTI Ninja empowered agents with the right data at the right time, enabling them to act fast, stay organized, and convert more leads into closed deals.
This case study highlights how Salesforce CTI for Real Estate isn’t just about telephony—it’s a game-changer in how you sell homes, build trust, and grow your business.
Transform Your Real Estate Communications with Smart CTI Ninja.
