Tag: world’s #1 CRM

Real estate

5 Key Activities to explode Commercial Real Estate Business Using Salesforce

Are you a commercial real estate agent, broker, or manager? 

If so, then you definitely want your commercial real estate business to grow faster!

Adopt these practices to speed up your business:

Use Salesforce CRM as a Value Add

The main idea of using a CRM like Salesforce is to ease the agent’s daily life. Beyond stakeholder alignment and executive buy-in, the tool itself must offer the value that assists with prospecting, setting goals, building the pipeline, communicating, and managing deals. 

Deeply integrate Salesforce CRM into your business organization, continuously aggregating information, assisting in communication, visualizing data, tracking, and projecting past and future performance.

The use of tools other than sophisticated CRM can be very tedious and pesky. A CRM like Salesforce offers a wide variety of tools to automate, capture the data, get investor account information, calendar syncs to the automatic logging of email correspondence.

Read to learn: How the real-estate industry can leverage Salesforce to streamline their sales funnel

Easy-to-use UI

It is not just about using a CRM, it should be designed for easy use. The most important things agents care about is usability and ROI. The user interface should encourage little to no manual intervention with minimal manual data entry, a seamless user experience, and the number of clicks required to complete the primary task.

Users should be able to interact with the most valuable and common user information to the top of the page layouts. This limits the set of data points required to the least and right set. This facilitates users to quickly understand what they need to do and complete data entry efficiently and promptly.

Privacy of Brokers

Salesforce assures Brokers privacy by restricting the accessibility of sensitive information within the department and Channel Partners.

It is also restricted in terms of view access to different departments like sales and accounting. 

Here, the admin has a right to restrict the department access and allow access to detailed information about each sales deal, rate, and commission to brokers. 

All information of Brokers (Channel Partners) is further restricted by allowing them a unique code, so that information is not visible to any and the privacy of brokers is maintained.

Implementation efficiency

After correctly setting CRM and training has also been provided, the next important thing is to measure the adoption. Many firms start by simply measuring logins, deals added to the system and the total amount of pipeline. 

After that, they move on to look at the entry of key data points on those deals and related information, such as the companies, contacts, and properties related to those deals. With Salesforce, you can easily measure the adoption with metrics, which can be further customized to each firm’s unique needs.

Use it regularly

The more you use it, the better lifestyle you are ought to live. Frequent use of CRMs like Salesforce during team meetings and 1:1s ensure regular usage of CRM. 

Salesforce enables you to generate contracts and documents, which can be done if and only if the data is in the system. With proper design and measured adoption, Salesforce can save everyone’s time on the team, from brokers to accounting, by facing the adversities faced after hunting for data at various points in the business process.

To summarize:

  1. Make Salesforce a value add in your work practice.
  2. Make the user interface friendly and interactive.
  3. Protect the broker’s information.
  4. Make sure and measure adoption metrics.
  5. Make sure Salesforce profoundly integrates into the workforce.

Introducing RealE 360: Sell Faster… Manage Smarter

RealE360 is a comprehensive automation solution built on the world’s #1 CRM platform ‘Salesforce’ will help modern-day realtors, real estate agents, brokerage firms spend less time on intricate processes and more time growing business portfolios.


  • 360-degree customer view
  • 45-50% reduction in the operational costs
  • 70-80% increased sales & marketing ROI
  • Ensured zero lead leakage
  • Smart & automated lead assignment
  • Get lead in real-time from any sources – Social, other property portals 
  • Track the time spent from the first contact made to Site Visit and close

RealE 360 encapsulates your customer personas for an at-a-glance view of all the integral procedures of your real estate business. To know more, please get in touch for a demo.

ALSO READ: Why you Need a Real-estate CRM – Top Five Reasons


Salesforce Named a Leader in the Gartner Magic Quadrant for Digital Experience Platforms (DXP) – Feb 2019

Salesforce has been named a leader in the recent Gartner Magic Quadrant for Digital Experience Platforms (DXP). In today’s digitally connected era, organizations of every size and industry are transforming their business from a web-centric ecosystem to a more connected and multichannel digital ecosystem. The Gartner Magic Quadrant report evaluated 17 top vendors who are offering digital transformation services for a wide variety of customer, employee, and partner-facing initiatives and listed Salesforce as a leader based on the magnitude of their vision and supreme execution capability.

As per Gartner, a Digital Experience Platform (DXP) is a robust & highly integrated kit of technologies that offer a highly consistent, secure, and personalized access of information & applications to a wide range of customers across multiple touchpoints. DXP is the backbone of an organization’s digital strategy and is a point which enables them to deliver highly engaging digital experiences.

Salesforce offered DXP: Community Cloud

Salesforce offers one of the top-notch DXP for every industry. Community Cloud is Salesforce’s center of Digital Experience Platform that allows organizations of every size to offer exceptional digital experiences powered by the world’s #1 CRM provider. Customer Engagement & Partner Empowerment has become extremely easy with Community Cloud which is built on the Salesforce Customer Success Platform.

Community Cloud also enables Salesforce apps to deliver seamless, AI-powered digital experiences across various customer and partner touchpoints. Organization’s go-to-market becomes faster with pre-built templates, themes, CMS, native integration to Salesforce CRM apps and data etc. Developer tools allow pixel-perfect customizations that make Community Cloud one of the mostly used DXP. Today, Community Cloud is connecting over 378 million customers around the globe through various portals, sites, communities, and mobile apps.

What makes Community Cloud the best?

There are three key aspects of Community Cloud which makes it one of the most preferred platforms for various brands when it comes to offering exceptional digital experiences.

  1. The Power of the world’s #1 CRM

One of the most significant aspects of Community Cloud, which makes it stand out is that it is connected with the Salesforce CRM. Salesforce CRM makes Community Cloud the most integrated DXP, which can connect with Sales, Service, Marketing, and Commerce Cloud seamlessly. This can also be integrated with any external database, system, or CMS. The CMS integration makes Community Cloud DXP one of the most powerful platform.

  1. Easy & Quick

With Community Cloud’s declarative Lightning Community Builder, organizations can create outstanding digital experiences. You can also code & develop down to the pixel instead of using pre-built features like out-of-the-box design themes. Organizations can also create, manage, and connect their content in Community Cloud with the new CMS. All of these makes it easy & quick for brands to launch new digital channels with the change in customer demands.

  1. Personalization

It is not necessary that two users must expect the same level of digital experience. As a brand, it is always important to target your customers and offer personalized experiences. Community Cloud offers robust Audience Targeting. Users can choose what content needs to be shared with which customer. Community Cloud leverage Einstein Analytics to offer personalized recommendations, top content, preferred products etc. to provide the customer with the experience that they wish to have.


Salesforce’s product innovation is something that makes them different from their competitors. Community Cloud enables organizations to exceed their customer expectations by offering a DXP that allows them to develop future-proof digital experiences.

As a Salesforce Silver Consulting Partner, we help organizations revamp their digital platforms & customer engagement strategies by embracing Community Cloud that allows them to offer intelligent and exceptional digital experiences. If you want to know how Community Cloud can help you in developing a world-class digital engagement strategy, get in touch with our team.


Source: Salesforce