If you are in the market for a Customer Relationship Management system (CRM), then you probably know about Salesforce. It’s the #1 CRM platform serving over 150,000 companies across the globe. What you may not realize is that Salesforce can be incredibly useful to your real estate company. Let’s explore the benefits of using Salesforce as your real estate CRM.
Overview of Salesforce
Salesforce is the leading CRM. It provides a wide range of tools and features to help businesses manage their customer interactions. In the real estate industry, a CRM is crucial for managing prospective tenants or residents, investor pipelines, nurturing relationships across functions, and closing deals. Salesforce offers numerous benefits for real estate professionals, making it the ideal choice for a CRM in this industry.
Advantages of Salesforce as Real Estate CRM
Lead Scoring and Prioritization
With Salesforce, you can easily manage and track leads through various stages of the sales funnel. Its lead scoring feature assigns a value to each lead, allowing you to prioritize and focus on the most promising prospects. This helps real estate professionals save time and resources while increasing their chances of closing deals.
Customizable Email Templates
Salesforce provides customizable email templates for consistent branding and messaging. These templates make it easy to create personalized emails. With Salesforce, you nurture relationships without wasting hours on individual messages.
Improved Customer Satisfaction with Personalized Services
With Salesforce, you can provide personalized services to your clients. Salesforce enables you to track and store crucial client information. You can then tailor your services. This leads to higher client satisfaction and ultimately, more successful transactions.
Automation and Task Management
Salesforce automates routine tasks, such as sending follow-up emails or updating client information. This allows real estate professionals to focus on critical aspects of their business, like building relationships and closing deals. Moreover, Salesforce’s task management features help you stay organized. You can ensure that nothing falls through the cracks.
Before anything else, Salesforce must have access to your real estate data. This data often comes from property management systems such as Yardi, MRI, RealPage, or similar platforms. Integrating data from these proprietary sources is not an easy task. It requires in-depth knowledge of the underlying tools, technologies, and data.
We recommend relying on CREx. The CREx teams has extensive expertise in integrating systems like Yardi with Salesforce. Our expert partner team at Plative can handle the rest of your Salesforce setup process.
Reporting
With your data now in Salesforce, you can identify valuable insights into your real estate business’s performance. With more informed decisions, you can increase your business’s success.
For all non-CRM related data, such as financials or operations, you can utilize the built-in reports provided by your property management system. For custom reports and analytics, you can use CREx Software.
Security and Compliance
Salesforce takes data security and compliance seriously. This provides robust protection for your clients’ sensitive information. In real estate, protecting client data is crucial for trust and credibility.
Salesforce is an excellent choice for real estate professionals. You can streamline processes and improve relationships. Salesforce includes lead management, communication, analytics, and security features. This makes it the most powerful CRM in the real estate industry.
Case Study
The Plative team helped a Michigan non-profit organization improve operational processes in Salesforce. Specifically, Plative helped them streamline the certifications process.
By working with CREx, Plative automated pulling certifications data into the nonprofit’s Salesforce. Tracking certificate expiration dates is a critical part of an affordable housing organization. As a result, the client saved hundreds of hours in automatable work. They were then able to help more residents in their affordable housing communities.
Conclusion
You achieve many benefits from using Salesforce as your real estate CRM. Its wide range of features and tools cater to real estate professionals. Salesforce is the go-to solution for managing customer relationships and driving success.
About CREx
CREx is an affordable real estate data integration and analytics platform. CREx makes it easy to get data out of Yardi, Salesforce, and more. Learn more at CRExSoftware.com.
About Plative
Plative is a CRM and ERP consultancy empowering digital transformation across Salesforce, NetSuite, and AWS platforms. Partner with confidence.