Government App Maisters Inc. is recognized as one of the top digital solutions provider in the United States. bringing digital transformation solutions to federal government, state & local government, higher education, and K-12 education
The client, Universal Relocations, operates in the relocation and logistics services sector, providing comprehensive mobility solutions worldwide. Their offerings include overseas relocation, immigration support, logistics, moving services, and pet relocation for both individual and corporate clients.
To achieve this, the client implemented a centralized CRM system to manage the entire relocation sales cycle. The solution captures leads, tracks relocation inquiries, and manages service agreements through a single platform, streamlining operations and improving customer experience.
The client required a system that could manage relocation inquiries from multiple sources and track the complete process from the first inquiry to final dispatch.
Key challenges included:
The organization needed a centralized CRM solution to improve lead tracking, documentation management, and operational visibility.
A Salesforce-based solution was implemented to manage the client’s relocation inquiries and operational workflow.
App Maisters developed and configured a Salesforce environment tailored to the organization’s needs. The system was customized to support both the Channel and Developer divisions of the company.
The platform integrates several operational features including:
This solution created a centralized system to manage relocation inquiries and service processes.
The system allows the organization to capture and manage leads from multiple sources.
Key capabilities include:
This system helps sales teams track potential customers and manage communication effectively.
The platform integrates Adobe EchoSign to simplify agreement processing.
Key capabilities include:
This integration ensures that contracts and quotations can be managed efficiently within Salesforce.
Salesforce was also configured as a scheduling tool for the sales team.
Key features include:
This functionality helps teams stay organized and maintain consistent communication with prospects.
The system integrates external applications to support financial and operational workflows.
Key integrations include:
These integrations provide a comprehensive view of business operations within a single platform.
Before:
Manual inquiry tracking → Disconnected communication → Separate tools for agreements and scheduling
After:
Centralized Salesforce CRM → Automated lead capture → Integrated agreement management → Task scheduling and reminders
The Salesforce integration improved operational efficiency and lead management across the organization.
Key outcomes included:
🔹 Better reporting and data analysis
🔹 160% increase in productivity
🔹 Higher number of applications processed per day
🔹 Easy-to-use system requiring minimal training
The system helped the organization manage relocation services more efficiently while improving visibility into sales activities.
The Relocation Services Salesforce Integration solution successfully centralized lead management and operational workflows for Universal Relocations.
By integrating lead capture, agreement management, scheduling tools, and financial systems within Salesforce, the platform streamlined the relocation service process from inquiry to dispatch.
The solution improved productivity, enhanced reporting capabilities, and provided a user-friendly system for managing global relocation services.
