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Sound Property Group grows with Salesforce and simplifies investing for 250 partners in the professional services industry
Investing in property is complex, and achieving the right outcome involves collaboration amongst several stakeholders. That’s why Sound Property Group provides services not only to investors, but to their advisors, including accountants, financial advisors and mortgage brokers.
The business is on a mission to be the leading property investment partner for professional services firms. With 250 partners secured in just six years, it’s blazing a trail to success.
“Our aim is to provide excellent returns on investments, but also to make life easier for clients and partners,” said Andrew Cull, Managing Director and Founder of Sound Property Group. “Salesforce is key to the superior level of service we can offer and has helped us to grow.”
Smarter sales and personal service
Sound Property Group turned to Salesforce early on, adopting Sales Cloud to manage sales and stay close to clients. It has provided an efficient way to track opportunities and gather the insights needed to serve a greater number of clients.
“By capturing as much information as we can about our clients’ investment objectives, we can be more successful in converting opportunities. We can also offer solutions that are more tailored to their goals, and financial position,” said Cull.
The company has customised Sales Cloud over the years and added custom objects which help it to manage investment projects as well as sales. Property details, key documents and important dates are all centrally stored in Sales Cloud and can be quickly reported on. This provides transparency for clients and partners and ensures nothing gets missed — whether it’s a payment to be made or tax document to be filed.
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