Streamlining Third-Party Integrations for a Leading Real Estate Firm

Engagement overview

The client was struggling with fragmented systems and an inconsistent user experience, TO THE NEW partnered with them to overhaul their platform integration and system efficiency. Through our robust expertise in Salesforce, Mulesoft, and AWS, we optimized operational efficiency, enhancing third-party integrations and delivering a seamless user experience tailored to their unique business needs.

Our client

Real Estate | Australia

The client is a leading real estate firm based in Australia. With a focus on providing exceptional property management and investment services, they have established a strong reputation in the industry. Their commitment to deliver innovative solutions and personalized customer service has driven their growth and success.

Business objective

Integrate legacy systems with Salesforce to centralize data

Optimize data redundancy and storage efficiency

Enhance user experience with intuitive interfaces and automation

Improve operational efficiency through streamlined workflows

Business solutions

Integrated the client’s legacy systems with Salesforce, ensuring smooth data flow of property details and files

Leveraged Mulesoft as middleware for incremental data migration, capturing newly inserted events in Salesforce

Developed a robust FSL platform by adding mobile app quick actions for Work Orders and Service Appointments, customized to align with agents' working hours across time zones

Synced documents from Salesforce to AWS for archival after 7 days, addressing storage limitations and enhancing system performance

Implemented a dynamic user interface (UI) using Salesforce’s framework with complex CSS, tailored for intuitive user experience

Optimized platform performance through standard Salesforce best practices, refactoring code, and reducing system exceptions

Our tech stack

Business outcome

TO THE NEW's solution significantly enhanced the client's operational efficiency by seamlessly integrating their legacy systems with Salesforce and third-party platforms. The result was an intuitive user experience and automated workflows that streamlined processes and boosted overall productivity. Here are the key business outcomes:

Achieved continuous data synchronization between Salesforce and third-party systems
Optimized data redundancy and storage efficiency through integration
Enabled storage of large numbers of files with customization and AWS integration

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