Industry, Real Estate / Usecase


Enabled guided property journeys and increased site visit bookings through conversational automation.

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Case Study

PS Group accelerates real estate lead conversion 

CHALLENGE
  • Low lead conversion despite increasing digital traffic.
  • Website lacked engagement tools for users to explore properties.
  • No interactive flow for site visit booking or qualification of leads.
SOLUTION
  • AgentForce configured to guide users through property details.
  • Enabled scheduling of site visits and collection of qualified leads.
  • Integrated lead data into Salesforce for efficient follow-up and conversion.
TECHNOLOGY USED
  • AgentForce
  • Salesforce Data Cloud
  • Lead Management
  • Apex
  • Flows
  • Prompt Templates
RESULTS
  • 60% increase in lead capture.
  • 35% increase in site visit bookings.
  • Improved visibility into lead quality and conversion metrics.
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