Sales CRM Automation for
NTC Real Estate
Explore
Tyche created a Salesforce workspace covering acquisition and valuation through communications, documents, maintenance and property resale.
Calls, meetings, signatures, files and opportunity activity remain available to the teams managing each property.
Property Data
Acquisition
Tyche migrated Zoho data and trained users to work from the new system.
Communications
One Workspace for Property Decisions
- Workflow Use 80%
Acquisition Hub
Data Scattered
Property records, valuations, calls, appointments, documents and decisions sat in separate systems.
Operators switched tools and manually coordinate property information before making or progressing acquisition decisions. Tyche rebuilt the work around Salesforce.
Tyche Workspace
A Salesforce workspace for property data, valuation, acquisition work, communications and documents.
Built around each property, the workspace keeps acquisition stages, conversations, documents and decisions available. Dashboards show property and acquisition activity.
System Includes
Ongoing Support
Tyche maintains and improves the system as requirements and workflows evolve.
Property Data Sync
External data sources synchronize more than 250 configurable property parameters.
Acquisition Workflow
Salesforce manages acquisition, maintenance and resale through defined stages and actions.
AI-Assisted Valuation
Salesforce Einstein analytics helps teams examine property data when assessing valuations.
Unified Comms
Calendar, Zoom, Twilio Flex, Gong and Slack keep appointments and conversations in context.
Document Automation
DocuSign supports electronic signatures while Google Drive keeps property files accessible.
Property Dashboards
Dashboards organize property records, acquisition activity and decision information.
Technology Integrations
Acquisition Hub
One acquisition workspace keeps property data and actions together.
Valuation Insight
Structured property data supports informed valuation decisions.
Document Trail
Signatures, files and activity create a traceable document flow.
From scattered recordsbuilt around each property
How Tyche Built the System
Tyche mapped each property from sourcing through resale, then configured Salesforce for the information, decisions, communications and documents required along the way.
Six delivery stages
Workflow Mapping
Mapped property sourcing, valuation, acquisition, maintenance, resale, communication and document workflows.
Salesforce Base
Configured Salesforce records, permissions and operating structure around NTC's acquisition process.
Property Migration
Migrated Zoho data and synchronized external sources with configurable property parameters.
Acquisition Flow
Built acquisition, maintenance and resale stages with valuation, appointment and document actions.
Integrations & Use
Integrated communications, calendars, signatures and files, then trained users on the new workspace.
Ongoing Improvement
Tyche continues with support, maintenance and improvements as NTC's acquisition requirements evolve.
Property Record Design
Valuation Data Rules
Configurable Parameters
Acquisition Logic
Communication History
Document Access Controls
Data Migration Checks
Ongoing System Support
Let's Connect
Case Study FAQs