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Next Best Action by Salesforce, and now customized for Left Main customers, is a feature that helps businesses make automated, personalized recommendations at points of maximum impact in critical business processes.
Customizing Next Best Action specifically for your own org requires defining a set of recommendations, creating action strategies, displaying recommendations and activating automation. However, the technology team here at Left Main REI has done much of the leg work for real estate teams!
Below, check out the before and after of a standard lead record for those who choose to use Next Best Action
Increased revenue: The feature can help real estate teams identify cross-sell and upsell opportunities by analyzing customer data and behavior patterns. By recommending additional options or services that align with customer needs and preferences, real estate investors can drive increased revenue and maximize customer lifetime value.
Improved customer experience: Next Best Action leverages artificial intelligence to provide personalized recommendations to users in real-time. By offering tailored suggestions, real estate teams can enhance the customer experience and deliver more relevant and timely actions.
Enhanced sales process: Next Best Action provides sales reps with data-driven insights and recommendations to guide their interactions with leads. By suggesting the most relevant actions based on lead information, sales teams can improve their effectiveness and increase the likelihood of successful conversions.
Reduced decision-making: The feature enables real estate investors to automate and standardize decision-making processes. By leveraging AI-powered recommendations, organizations can reduce human bias, make more consistent decisions, and ensure that the best course of action is taken in each situation.
Increased onboarding efficiency: Next Best Action helps streamline workflows by automating routine tasks and providing guided actions for your real estate team members. This can lead to increased productivity, reduced manual effort, and improved overall operational efficiency.
Customization and adaptability: The feature can be tailored to meet the specific needs of different real estate business models. Administrators can configure and customize the Next Best Action feature to align with their unique processes, workflows, and objectives.
These benefits make the Salesforce Next Best Action feature a valuable tool for real estate teams looking to optimize customer interactions, drive revenue growth, and improve overall operational efficiency.