B2B Marketplace: Salesforce Commerce for Real Estate Co.

13 April 2022

The Client

One of the large real estate company/ construction company in US, Europe.

The Need

The client has been managing several opportunities within Salesforce CRM and has been interfacing with thousands of Agents who help in assisting the organization in managing sales and leases over the year. With the pandemic setting in and digitalization, the company decided to enable their agents with a B2B commerce place to augment their existing Salesforce CRM.

Challenge

The client had no background in eCommerce as it was not a skill managed in-house. Further, the customer although had a Salesforce team, they had been bogged with the several M&A opportunities that were getting consolidated into the CRM. It made sense for the customer to have the entire solutioning to be outsourced by a 3rd party who has the expertise in the B2B marketplace. Furthermore, the customer had several thousand properties and custom workflow that included integration with other third-party systems such as Procore, Yardi, and their property management software.

Strategy

Star Knowledge, having understood the complexity involved, proposed a multi-stage setup that would ensure setting the marketplace enabling their agents to have access to the marketplace with rudimentary automation in stage one the subsequent phases would include building integrations with the other systems under consideration – Procore, Custom Property, and Pipeline management software, enterprise data warehouse, and Yardi.
The initial phase involved identifying the geographies, and properties and defining the new entity structure on the Salesforce commerce cloud to support the marketplace for a real estate company.
In the subsequent phases, the client required building automation for property creation from their Procore management system and automatically add the property attributes, subject to the approval of the marketplace owner before publishing.

Outcomes

Technology

• Salesforce Commerce Cloud
• HTML/ CSS
• Javascript
• SFRA
• Workflows and Forms
• API Integrations for Yardi, Custom Solution
• Webhooks for Procore

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