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Phuc Lam Home

PROJECT DATE - 04.11.2024

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Phuc Lam Home, a fast-growing real estate company in Ho Chi Minh City, successfully established a unified digital workplace through its digital transformation initiative. By implementing WBL Consulting Group's solution, the company eliminated data silos, automated customer assignment workflows, and significantly reduced the administrative workload for its executive team.

IMPLEMENTED SOLUTIONS

CLIENT:
INDUSTRY:
COMPANY SIZE:
11 Employees
CORE BUSINESS:
Real Estate Brokerage
Optimizing Sales Team Performance and Securing Customer Data with Lark Suite

DOCUMENT PROCESSING TIME

Reduced by 70%

DATA LOSS RISK

Reduced by 95%

CURRENT SITUATION

The company relied on multiple disconnected tools such as Zalo and Google Sheets, creating significant concerns over customer data security. In addition, managing the telesales team across different shifts proved challenging, as attendance tracking and KPI monitoring were handled manually in Excel, leaving the CEO overwhelmed with administrative tasks.

Learn More About Phuc Lam Home
CHALLENGES
  • Weak Data Security: Internal communications and customer data were frequently shared through Zalo and Google Sheets, creating security vulnerabilities and increasing the risk of exposing critical business information.

  • Manual Workforce Management: The telesales team, consisting of both part-time and full-time staff, lacked a transparent KPI tracking system. Attendance was managed manually in Excel, requiring constant supervision and consuming valuable management time.

  • Fragmented Operations: Without a dedicated CRM, customer information was managed inconsistently from initial contact through contract signing. Lead assignment was handled manually, resulting in poor coordination and limited visibility into marketing performance.

  • Management Overload: The CEO was heavily burdened with day-to-day operational tasks, leaving limited capacity to focus on strategic business growth.
SOLUTION

WBL Consulting Group designed a solution architecture centered on Lark Suite, creating a unified platform to streamline internal communication and operational management.

  • Standardized Internal Management: Lark Messenger and Lark Docs/Wiki centralized company communications, training materials, and operational documentation on a single platform with role-based access control.

  • Automated Workforce Management: Lark Sheets and Lark Attendance enabled employees to register shifts and clock in using Wi-Fi and location verification. Attendance reports were generated automatically, significantly reducing manual reconciliation for both employees and managers.

  • Industry-Specific Mini CRM for Real Estate: A Mini CRM built on Lark Base automatically distributed qualified leads to individual sales representatives. The solution also introduced strict security controls, requiring authenticated access to customer data while disabling download permissions to prevent information leakage. In addition, the system supported collaborative lead management, allowing multiple sales representatives to work on the same customer when required by complex real estate projects.

  • Real-Time Management Dashboards: Automated dashboards provided real-time visibility into conversion rates, lead sources, and the performance of individual sales representatives and teams.
RESULTS
  • Operational Efficiency: Administrative processing time for the management team was reduced by 70%, while manual operational work decreased by 50%. Lead management efficiency improved by 50%.

  • Accurate Workforce Management: Attendance accuracy reached 100%, reducing HR reporting time by 90% and improving team management and supervision efficiency by 40%.

  • Maximum Data Security: Customer data access was fully controlled through role-based permissions, reducing business data leakage risks by 95% and ensuring the company’s digital assets remained secure.
CHALLENGES
SOLUTION
RESULTS

Chau Thien Qui

Founder – Phuc Lam Home

What Does Phuc Lam Home Say About WBL Group?

In real estate, customer journeys are long and opportunities can easily be missed. With Zoho CRM, Zoho Desk, and WBL's support, our team now manages the customer pipeline more effectively, improves customer care, and enhances sales performance. The implementation was fast and well supported.

Phuc Lam Home

Real Estate Brokerage

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