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Salesforce for Construction & Housing

FROM GROUNDBREAKING
TO HANDOVER,
WITHOUT LOSING A LEAD

We implement Salesforce for residential housing developers. Commercial management, construction progress tracking and after-sales, all under a single property record.

One unified journey for LEAD RESERVATION CONSTRUCTION HANDOVER AFTER-SALES

A platform that connects sales, construction y after-sales

Hoy el lead vive en un Excel, el avance de obra en otro sistema, y el reclamo postventa en un grupo de WhatsApp. Salesforce unifica esos tres mundos alrededor de un mismo registro: la propiedad.

CUSTOMER JOURNEY 01 LEAD / LAND 02 RESERVATION / SALE 03 CONSTRUCTION 04 HANDOVER + AFTER-SALES SCALE 1:1 · SINGLE RECORD PER PROPERTY
MODULE 01

PROJECT COMMERCIAL MANAGEMENT

Pipeline by project and available unit: lots, houses or apartments. Real-time inventory visibility for the entire sales team.

MODULE 02

RESERVATION & CONTRACT TRACKING

Control of the reservation process, contract signing and payment plan, with automatic alerts for pending milestones per unit.

MODULE 03

CONSTRUCTION PROGRESS VISIBLE TO CLIENT

Structured communication of construction progress to the buyer, reducing informal inquiries and customer uncertainty.

MODULE 04

HANDOVER Y GESTIÓN POSTVENTA

Record of delivery certificates, warranties and after-sales claims linked to the property, with full traceability for the service team.

A developer already operating with a single record por propiedad

We started this practice with a concrete project, not a generic promise of "digital transformation."

PROJECT PROFILE
Su Casa Desarrollos
CONSTRUCCIÓN & VIVIENDA

We implemented Salesforce to support commercial management of housing projects, from the first buyer inquiry on a lot or unit through contract signing and delivery.

El objetivo: que el equipo comercial tenga visibilidad real del inventario disponible por proyecto, y que el cliente comprador reciba seguimiento consistente durante todo el proceso, sin depender de hojas de cálculo paralelas.

Alcance
Commercial Management
Plataforma
Salesforce CRM
País
Costa Rica

From the as-is to the to-be

Antes de configurar una sola pantalla en Salesforce, mapeamos cómo se mueve hoy un lead desde el primer contacto hasta la entrega de la propiedad en tu desarrolladora.

PHASE 01

AS-IS DIAGNOSIS

We assess how you currently manage unit inventory, commercial follow-up and construction progress communication: spreadsheets, WhatsApp, phone calls — whatever is working today.

PHASE 02

TO-BE DESIGN

We design the data model by project and by unit, the commercial assignment rules and the communication touchpoints with the buyer throughout construction.

PHASE 03

SPRINT-BASED IMPLEMENTATION

We build in short cycles, prioritizing first the active housing project with the highest commercial volume, so the impact is felt from the first weeks.

PHASE 04

COMMERCIAL & AFTER-SALES TEAM ADOPTION

We train sales advisors and the after-sales team in their real workflow, so the property record stays active after delivery — not just during the sale.

Schedule a Diagnosis at No Cost

Tell us about your housing development and we will connect you with a consultant specialized in the construction sector.