Real Estate

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Boost your Real Estate Business with Salesforce

Real Estate

The pandemic has greatly altered the way businesses function across the globe. Every industry had to quickly migrate on digital platforms incorporating digital first strategy. Businesses in the Real estate vertical too are left with no other choice but to adapt to operate digitally. The nature of the real estate industry has made it challenging as it involves a lot of outdoor meetings.
Gone are the days when an agent always had to be on the move, hunting potential buyers and scribbling the information on a piece of paper. The traditional methods that the real estate industry has followed so far have become obsolete. Due to COVID 19 this industry like many others is compelled to re-strategize to embrace the new way of life.
It has become critical for agents to track buyers, work processes and enquiry status on a single system. Salesforce CRM provides the tools and technology for real estate business owners and agents to get more efficient, close more deals and close them faster.

Let’s look at some of the ways in which Salesforce is reforming Real estate Domain:

The pandemic has greatly altered the way businesses function across the globe. Every industry had to quickly migrate on digital platforms incorporating digital first strategy. Businesses in the Real estate vertical too are left with no other choice but to adapt to operate digitally. The nature of the real estate industry has made it challenging as it involves a lot of outdoor meetings.
Gone are the days when an agent always had to be on the move, hunting potential buyers and scribbling the information on a piece of paper. The traditional methods that the real estate industry has followed so far have become obsolete. Due to COVID 19 this industry like many others is compelled to re-strategize to embrace the new way of life.
It has become critical for agents to track buyers, work processes and enquiry status on a single system. Salesforce CRM provides the tools and technology for real estate business owners and agents to get more efficient, close more deals and close them faster.

Let’s look at some of the ways in which Salesforce is reforming Real estate Domain:

1. Faster communication with the Buyers:

With Salesforce you can automate custom and personalized messages to the prospects/customers. Salesforce can also greet your customers on special days such as birthdays and Anniversaries etc. Customers also want to reach out through their preferred mode of channel which includes social media. Salesforce seamlessly integrates with all the communication channels in a single database. To expedite communication, widely used messaging apps such as WhatsApp can be integrated with the CRM. This ensures that no conversation or no information is lost due to disparate systems. Agents can also share property brochures and various property documents instantly.

2. Intelligent Automation:

Agents have to micro manage multiple tasks at hand and most of them are high priority tasks. They are exposed to multitude of clients and enormous details on a daily basis. These details prove to be of great significance during the important decision making process. Automations can greatly abate the workload of agents by giving them more time to focus on nurturing clients. Filling out forms, sending property brochures and sending messages and emails to clients can be automated. Salesforce can track important dates and connect with clients, send reminders and notifications to agents on scheduled visits.

3. Inventory Management:

An agent can no longer afford to spend his precious time looking through the enormous inventory database to figure out which property is sold and which one is available. An agent needs the Project and unit level information at his fingertips. Without the help of an intelligent CRM it is extremely challenging to track the latest inventory details. With a few clicks an agent can quickly get all the details about a property and also share it with the prospects.

4. Work on the go:

Agents can access all vital information from anywhere, anytime from their mobile device. Agents can take action from anywhere, take notes during meetings with customers, create follow up meeting tasks and much more. They can also reach out to their colleagues in the moment of need.

5. Live tracking of Agent location:

Tracking Geo coordinates of the Agents is possible with Salesforce. Agents’ live location can be tracked easily through GPS tracking. This makes it viable for the management to track the visits completed by an agent.

6.Integration with Other Apps and Systems:

Agents often deal with plenty of sellers and a great deal of listings. Hence they have to rely on multiple lead sources coming from various portals. Maintaining multiple databases is cumbersome and leads to inefficient work processes. Salesforce makes it possible to integrate various third party apps and systems with the CRM. The existing client and property data can then be imported into Salesforce. You get a single source of truth through a singular platform without giving up on your existing legacy systems and data.

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