Empowering Investor Confidence: Mercan Properties through Automation

SalesForce has proven to be an important tool for strengthening business models and improving communication and information outreach to investors and agents. In a recent interview, Marco Correia, Chief Information Officer at Mercan Properties, revealed how Mercan Properties cultivated and carried out the digital transformation of its entire sales and marketing process, leveraging automation to overcome human resources obstacles.

Embarking on a digitization journey, Mercan Properties witnessed the convergence of the IT and marketing departments to create and develop an innovative workflow designed to digitize the entire sales and marketing process in order to overcome the challenges posed by limited human resources. A journey in which Salesforce played a central role in this transformative undertaking.

"I knew it would be the perfect match to solve our workflow challenges. Basically, it met all the requirements, it's a very well-established product and, above all, it has a very open architecture that allows integration with third-party services." Restricted to manual processes and email contact, with Salesforce they have been able to automate most of their sales processes and develop customer relationships in other areas.

For the Marketing and Communications Department, which manages all of the company's outreach and communications, Florbela Dinis statesthat the team was able to set up an automated process and nurture successful campaigns: "So, for example, with our Portuguese lessons, after the first email is sent, we can see the score, track interest levels and clicks".  An automated email service that updated investors on any new updates about their investment properties, improving email engagement.

These improvements in automation had big results across the company. In addition to the lessons, Mercan Properties was able to provide a top-tier client experience for their investors, which included arranging visits (including accommodation and transportation), meeting investors in person, facilitating bureaucratic requirements and, most importantly, helping investors fall in love with the country.

Read the full interview, here!