WordPress & Salesforce Customer Portal for US Housing Consultants
Services Covered:

Industry
Real Estate
Duration
91 months
Budget
Less than 10K
Start Date
1 January 2019
Team Size
1-5 Employees
Engagement Model
Offshore
Project Capability Score (PCS)
78/100
Good
Project Capability Score (PCS) estimates how capable Biztech Consulting & Solutions is of successfully delivering a project like this, based on its past experience, track record, and ability to handle similar work. Learn more about PCS
Client
US Housing Consultants
Project Summary
Biztech delivered a WordPress plugin and a Salesforce app that function together as a web-based customer console, replacing the native Salesforce customer service portal. Users benefit from a clean, intuitive environment with reporting and ease of use. The client, US Housing Consultants, is a multifamily housing consulting firm.
Key Challenges
- Replace the native Salesforce customer service portal
- Provide a more modern, stable, and dynamic website console for customers
- Deliver an easy-to-configure WordPress plugin and Salesforce app
Project Deliverables
- WordPress plugin
- Salesforce app
- Web-based customer console
- Configured and customized Salesforce portal
Project Solution
Biztech was selected via the Salesforce AppExchange. The vendor configured and customized the client's Salesforce portal and delivered a WordPress plugin alongside a Salesforce app to create an integrated, modern web-based customer console. They coordinated with the client's lead and MIS for server and technical specifications.
Project Outcome
- Customers have a clean and intuitive environment that provides reporting and ease of use.
- The vendor was easy to work with.
- Biztech created customizations with limited back-and-forth.
- Enhancements were delivered as requested at a reasonable cost.
Platforms
CRM
CMS
Web
Tech Stack
WordPress
Client Endorsement
Overall Review Rating
5
5 out of 5 stars
Timeliness
Cost Rating
Willing to Refer
Quality of Deliverables
“Users are greatly benefitting from the portal that Biztech IT Consultancy Pvt. Ltd. delivered. Customers can expect an efficient and dedicated partner.”
Note: This endorsement is based on publicly available client feedback from external review sources.
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