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 craftmanship. 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
Tri Pointe Homes is in the process of developing a long term Digital Customer Journey on the Salesforce platform. This organizational vision is focused on ultimately optimizing their customer’s user experience in both a digital and in-person capacity. Tri Pointe is looking to improve their Sales Process by adding in Sales Scheduling automation. CloudMasonry, in partnership with Tri Pointe Homes, has proposed an engagement to design, build, iterate, test, and ultimately deploy a modern Home Reservation Solution to the specifications of Tri Pointe Homes built on the Salesforce platform to address these pains.
APPROACH
By enabling Salesforce Lightening Scheduler, the NHS will have the ability to effortlessly view multiple NHA’s availability in each community, book an appointment time, and have an NHA’s assigned without human-bias.Enable capabilities to support utilization of Lightening Scheduler.
- Enable capabilities to support utilization of round-robin appointment assignment to NHAs.
- Development of NHS scheduling process using Lightening Schedule & round-robin.
- Implement enhancements to the online form to support NHS processing of appointment requests.
OUTCOME
By delivering on the above solution, Tri Point will be able to actualize the following outcomes:
Decrease overall sales time by reducing the time from appointment request to scheduling through Round Robin assignment.
- Increase customer satisfaction by providing a consistent experience across all channels & offering self-service options.
- Increase visibility in Appointment metrics to help drive strategic initiatives
- Reduce NHA & NHS manual entry time through automated tasks and reminders
- Increase Data Quality across all communities using dynamic registration & new agent forms
