Case Study: a leading villa rental agency in Mexico streamlines Salesforce lead management with Oktana

#1 Villa Rental Agency in Mexico scales to 85+ luxury villas with Oktana

Oktana partnered with a leading villa rental agency in Mexico to address challenges with their Salesforce lead and opportunity management. The customer, experiencing issues with their web-to-lead process and a need for better management of bookings, commissions, and sales productivity, sought to optimize their Salesforce org for more efficient operations.

The solution implemented by Oktana involved creating a custom API for reliable lead creation and integrating tools like Slack and DocuSign for improved workflow. They developed custom Lightning Web Components for reporting and automated calculations for taxes and commissions. Oktana reports the project is ongoing, with further improvements to the org architecture in development.