Empowering Affordable Housing with Salesforce Innovation
We partnered with Smart Havens Africa to transform their property management and community engagement through a custom Experience Cloud portal, automation, and seamless third-party integrations. This solution supports their mission to deliver affordable, sustainable housing while streamlining operations and improving resident experiences.
About the Customer
Smart Havens Africa is a pioneering social enterprise dedicated to providing affordable, durable, and eco-friendly housing solutions for vulnerable and low-income families across Africa. Their innovative approach focuses on building communities, securing land ownership rights, and offering diverse financing options. Committed to sustainability and empowerment, they employ eco-friendly construction methods and prioritize financial transparency and community development.
Client's Challenge
As Smart Havens Africa grew, they faced challenges managing complex workflows, from housing applications and maintenance coordination to property management. Their existing system lacked the integration and automation needed to keep pace with their expanding operations and community engagement goals.
Solution
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Developed a centralized property management portal allowing residents to apply for housing, report repairs, manage bills, and communicate via Salesforce Chat—fostering a connected community with real-time notifications.
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Customized Case object with layouts, validations, record types, and automated creation from emails and webforms. Implemented rules for auto-responses, service queues, assignments, alerts, and escalations.
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Transitioned lead management to Opportunity stage with data-driven lead scoring, task management, and optimized Service Console and Omni-Channel routing.
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Built a structured knowledge repository to support internal operations without additional licensing costs. It lead to easier access to essential information and improved operational consistency.
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Developed custom component for portal feedback and integrated PhoneIQ for telephony, enhancing real-time communication.
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Utilized Salesforce SLA tools and integrated e-signature via Zapier for compliant, streamlined document signing.
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Applied Salesforce best practices with Profiles, Permission Sets, and Sharing Settings to secure data access appropriately.
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Designed custom data structures for comprehensive purchase and project tracking using Apex and declarative tools.
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Connected Salesforce with QuickBooks via Zapier for seamless financial operations.
Cooperation Results
Automated and streamlined property and case management workflows.
A modern Experience Cloud portal improving resident engagement and community building.
Enhanced lead conversion and operational efficiency via lead scoring and Omni-Channel.
Integrated third-party solutions for e-signature and financial management.
Secure, role-based data access protecting sensitive information.
Comprehensive visibility into purchases and projects.
Technologies Used
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