Salesforce for Real Estate
Salesforce for real estate provides realty firms, brokers, and agents a platform where they can connect with customers 24/7 and deliver personalized experiences to close deals better, smarter, and faster. Salesforce for real estate investors and buyers allows risk-free automated data exchange and access to real-time information to help them take the next best decision. Salesforce real estate CRM provides them with the information and analytics to maximize return on investment. The CRM brings realty firms, brokers, and agents together on a single platform to close deals faster, exceeding customer expectations—with personalized journeys, streamlined lending, sales and service productivity, reduced follow-ups, and meaningful nurturing. The solution features dedicated tools for campaigning, quote management, lead monitoring, visualization, follow-ups, and inventory management, simplifying adoption and usability.
Our experience in realty operations enables us to implement and optimize Salesforce CRM for real estate organizations. Whether it is the migration of an on-premise system to the Cloud, or another CRM to Salesforce, we help real estate players get started with the solution, glitch-free and faster. With expertise in data analytics, CRM automation, and application development— we have the capabilities to establish a full-fledged digital solution for every realty team.
Close Deals Faster, from Lead to Lease, with Tailored Salesforce Solutions
By tailoring Salesforce Real Estate solutions to your unique requirements, we help in tracking tenancy, mortgage, lease, and purchase, so that the sales team has all the data they need to maximize opportunities. With insights into customer preference and property performance, Salesforce for real estate helps sales agents list relevant options to close deals faster.
Salesforce for real estate agents allows realty businesses to overcome productivity issues. Our consultants at Achieva are well-versed in managing and integrating apps, websites, aggregator portals, and third-party listings. With our assistance, realtors can create custom dashboards and integrate high-end data from various sources.
Salesforce for real estate brokers is a premium cloud-based inventory management solution. We customize the setup to enable deep attribute-based inventory analysis, AI-powered automation, and real-time collaboration over projects, inventory pools, and price lists. Our experts help you in surfacing spatial and chronological inventory gaps.
Purchasing a property is an expensive affair, and buyers want realtors to be quick with their responses. However, it gets difficult to manage multiple leads at the same time. Achieva provides custom Salesforce solutions for realtors to ensure quick conversations with leads. Realtors get notified immediately when someone tries to reach them and also send automated messages to help buyers with their general queries.
Lead generation in real estate is done through different channels, such as advertising, referrals, direct mail, social media, and word-of-mouth. Maintaining volumes of data from diverse sources can be overwhelming. Salesforce helps you consolidate all siloed data on a single, centralized platform for easy access to information and to build personalized and effective communication, resulting in effective and efficient lead management.
The real estate industry is known to run on word of mouth; thus, maintaining existing relationships is imperative for the space. Salesforce CRM for real estate sends out subtle, non-intrusive, and occasional automated emails and notifications to clients without bombarding their inboxes. Such occasional communications foster a sense of trust and accountability, which leads to more referrals, ensuring more prospects and deals in hand.
We have notable experience in IDX Integration, RETS (Real Estate Transaction Standard) Integration, and RESO Web API Integration. Contact us for seamless integration of vendor management software, building management software, real estate agency software, real estate valuation software, and ERP solution with Salesforce.
The real estate space seeks immediate resolutions and backup plans to make quick decisions. Salesforce CRM provides real-time evaluation reports for better analysis and to evaluate the effectiveness of the running campaign or process. It helps companies save time and money.
Leading U.S. Health Insurer Transforms Sales & Claims Management with Tailored Salesforce Implementation
Japanese Manufacturer Accelerates Sales Cycle with Salesforce Sales Cloud and CPQ
Leading P&C Insurer Improves Agent Productivity with Salesforce Financial Service Cloud
Achieva is a well-organized company with remarkably capable individuals and a highly experienced Salesforce team. Their understanding of the industry domain and our specific requirements is commendable. Communication has been excellent from the beginning to execution, with updates shared via Salesforce Cases, email, and WhatsApp for urgent matters.
Achieva has a great pool of qualified team members who bring a lot to the table with their out-of-the-box approach and creative solutions. Projects are delivered on time, and the solutions delivered are well aligned with our business needs. The team has provided unparalleled support even after going live. Their responsiveness and enthusiasm toward our ongoing needs truly set them apart.
We partnered with Achieva to help us continue to add functionality and enhance Salesforce as our Agency Management tool. The team excelled at finding solutions to the unique situations we asked them to figure out. Thanks to Achieva, we have been able to deliver multiple value-added enhancements to our Marketing team. The team continues to help with these efforts and has been a valuable part with their knowledge and ability to help with such initiatives.
Honestly, I can’t recommend Achieva enough. A team of highly versatile Salesforce experts who always keep you up to date with any changes/feedback. One thing I truly appreciate: if you're trying to deploy a new structure within your business and you're not sure how it'll work from a system level, Achieva always finds a way to make it work and tailor the design/build to the finest details. 10/10 for their innovative approach.
Sure, we can. Share your contact details to schedule a demo with our CRM consultant. We have deep experience in implementing Salesforce for real estate organizations. Our expertise in connecting systems, enhancing personalization, data analytics, and buyer engagement can help you in maximizing technology investment.
The cost of implementing CRM depends on several factors like—number of users, add-on applications, application integrations, database health, service agreement, etc. Having said that, Salesforce is undoubtedly the best CRM for small real estate businesses, considering the long-term advantages it offers.
Yes. We have deep expertise in migrating legacy or third-party CRM to Salesforce platform. Our Salesforce consultant can help you with a tentative timeline, cost estimate, and user-training requirements. Reach us through the form below.
Yes. We have a dedicated team to audit Salesforce CRM and customize the platform as per the business process. We offer a flexible model of managed services to keep Salesforce setup performance-optimized and cost-efficient.
Explore New Possibilities with Salesforce.
We are Salesforce Gold Consulting Partners,
taking care of all your Salesforce needs and concerns.
Feel free to call us at +1-609-632-0350 or write
to us at info@achieva.ai