Client: Tri Pointe Homes
TECHNOLOGY
- Salesforce Platform
- Salesforce Sales Cloud
- Salesforce CPQ
- Salesforce Experience Cloud
ABOUT CLIENT
Tri Pointe Homes is a leading new home builder, known for setting trends and paving new paths forward. One of the nation’s largest homebuilders, Tri Pointe create homes and neighborhoods that make a premium lifestyle possible for their customers—whatever their price point or life stage. As local specialists on a national scale, they are customer-driven and committed to environmentally responsible business practices and enduring craftsmanship. They don’t just focus on life inside the home—Tri Pointe Homes believe in building community in every sense of the word, from the connected locations they select to their commitment to social responsibility. Their passion for design and innovation and their people-first philosophy are recognized throughout the industry and prized by their team members. Tri Pointe Homes exists to exceed their homebuyers’ expectations and truly enhance their lives.
NEED
As part of a long-term digital customer journey on Salesforce, Tri Pointe Homes wanted to streamline how homebuyers schedule appointments with its sales teams, both online and in person.
APPROACH
CloudMasonry partnered with Tri Pointe Homes to design, build, and deploy a home reservation and scheduling solution on Salesforce.
- Enabled Salesforce Lightning Scheduler so the sales team can view consultant availability in each community and book appointments.
- Round-robin assignment of appointments to new home sales consultants.
- Enhanced online request forms to support appointment processing.
OUTCOME
Tri Pointe Homes schedules homebuyer appointments faster and more consistently across channels, with better visibility into appointment activity.
- Faster time from appointment request to scheduling through round-robin assignment.
- A consistent experience across channels, including self-service options.
- Better visibility into appointment metrics.
- Less manual entry through automated tasks and reminders.
- Improved data quality across communities.
