Magnum & Partners connects assets and buyers with a bespoke matching solution.
Executive Summary
Magnum & Partners is a real estate company specialising in the brokerage of land, buildings and residential property transactions. Its day-to-day operations rely on efficiently matching a database of buyers with a portfolio of properties, each categorised according to parameters such as size, asset type, price and location.
To support this process, Salesforce was implemented as the company's sales management platform and a bespoke matching solution was developed. Based on these parameters, it automatically recommends the most suitable properties for each buyer and vice versa. The solution was complemented by a custom-built feature for emailing property datasheets in PDF format.
The Challenge
Magnum & Partners managed two interconnected sets of information that needed to be continuously matched: a database of buyers, classified according to their requirements, and a property portfolio, categorised by commercial attributes such as price, size, asset type and location. However, matching buyers with suitable properties was a manual and fragmented process.
When creating a sales opportunity, the team needed to quickly identify which properties best matched each buyer and, conversely, which buyers were suitable for a specific property. Without a solution capable of automating this matching process based on predefined criteria, sales follow-up lacked agility and relied heavily on the knowledge and availability of individual sales representatives.
The Solution
A tailored Salesforce solution to centralise sales management, connect assets and buyers, and improve pipeline visibility.
Centralised Sales Management
Salesforce was configured as the sales management platform, featuring a customised home page with daily tasks, visits and events, together with a 360-degree customer view. From a single environment, the team manages activities, accounts, contacts, opportunities, properties and land assets.
Properties and Buyers as Structured Objects
Properties and land assets were modelled so that all relevant information—descriptions, features, size, price, location and images—is centralised and easily accessible. Buyers are categorised according to their search criteria, enabling reliable matching through a shared data model.
Bespoke Matching Solution
A bespoke matching solution was developed to recommend the most suitable assets for each buyer and suitable buyers for each property based on predefined criteria. Users can search, filter and create matches directly from the results in a simple and fully traceable way.
Custom PDF Generation
The solution includes a bespoke feature that enables property datasheets to be generated in PDF format and sent directly by email, allowing sales teams to share recommended assets without leaving Salesforce.
Analytics and Reporting
Reports and dashboards provide complete visibility of sales activity at both individual and overall levels, supporting informed pipeline management and decision-making.
Business Impact
Solution Scope
Automatic Matching
Asset recommendations for each buyer and buyer recommendations for each asset, based on shared criteria.
Custom Development
Bespoke matching solution and PDF datasheet generation built specifically on Salesforce to support the client's operations.
360-Degree Customer View
A unified customer record with activities, opportunities and properties, together with sales reporting to monitor the pipeline.
The Client
Magnum & Partners is a company operating in the real estate sector, acting as an intermediary in the purchase and sale of property assets, including land, buildings and residential properties. Its business model is based on connecting a property portfolio with a database of buyers, offering each party the options that best match their requirements.
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