MIRA CONSTRUCTION L.L.C
We are looking for a Salesforce specialist to take ownership of the setup, development, and day-to-day administration of a real estate developer’s CRM.
The role involves configuring sales pipelines, integrating communication channels and lead sources, automating lead distribution, creating reports and dashboards, maintaining data quality, and helping the team use Salesforce effectively. A key part of the role is integrating Salesforce with websites and external services, managing data related to real estate projects and units, and providing ongoing system support after implementation.
Responsibilities
Sales Pipelines and Processes
Configure and improve lead and opportunity management processes, including stages, transition criteria, required fields, loss reasons, tasks, and reminders. Align with the business on the differences between direct customer inquiries and broker/agency workflows, implementing separate processes where necessary. Configure the conversion of leads into contacts and opportunities while preserving the lead source, history, and ownership. Establish relationships between customers, brokers, opportunities, projects, and units within the existing data model. Automate follow-ups, inactivity monitoring, and escalations to managers.
Communication Channels and Lead Sources
Audit existing channels and integrate the agreed set with Salesforce. Review email, telephony, WhatsApp, websites and landing pages, advertising lead forms, and event registrations. Telegram and other messaging platforms may be considered based on business needs. Enable sales managers to handle communications directly from the CRM wherever supported by the selected solution, including sending and receiving messages, making calls, assigning ownership, and maintaining communication history in the relevant records. Configure the association of inquiries with existing customers, handle repeat inquiries, and prevent duplicate records. Preserve lead source information, UTM parameters …truncated……
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