Salesforce for Real Estate Developers Guide [PDF]

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Struggling to manage multiple development projects, contractor relationships, and investor communications across various platforms?

Salesforce helps real estate developers streamline project timelines, automate stakeholder updates, and manage property development cycles in a unified and secure way.

In this Ascendix guide, you will discover:

Why Salesforce is the go-to solution for real estate developers.
Essential Salesforce Clouds that can be used for real estate development operations.
How Salesforce can be customized for real estate development workflows.
Key Salesforce features and possible integrations for real estate, such as AI tools, automated document management, and custom portals.
Ascendix Salesforce customization and implementation services that solve common challenges of real estate developers.

Not sure if Salesforce is the right fit for your development projects?

Book a free consultation with Ascendix to explore how we can tailor Salesforce to your needs.

Free Salesforce Consulting Call

Get a Copy of Salesforce for Real Estate Developers PDF

<p>We appreciate your interest in our <strong>Salesforce for Real Estate Developers PDF</strong>. A <span style="color: #00aff0;"><a style="color: #00aff0;" href="https://ascendix.com/wp-content/uploads/2025/02/Salesforce-for-Real-Estate-Developers.pdf" target="_blank" rel="noopener">downloadable copy</a></span> is available for your convenience.</p>
<p>Our PDF covers an overview of Salesforce as a comprehensive tool for real estate development operations, as well as ways to utilize and customize Salesforce Clouds for specific real estate development needs.</p>
<p>Ascendix is a <strong>Salesforce Summit Partner </strong>with <strong>over 20 years of experience in real estate</strong>. We’ve helped <strong>JLL, Calson, Hanna Commercial, Savills,</strong> and many other our clients undergo digital transformation that led to increased operational efficiency and improved relationships with their clients.</p>
<p>For instances requiring personalized advice, the Ascendix team offers complimentary Salesforce consulting calls.</p>
<p><strong><span style="color: #00aff0;"><a style="color: #00aff0;" href="https://ascendix.com/free-salesforce-consulting-call/" target="_blank" rel="noopener">Don’t hesitate to book<strong> your free Salesforce consulting call</strong> today.</a></span></strong></p>

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How to Use Salesforce in Real Estate Development

Using Salesforce in Real Estate Development

Salesforce’s comprehensive cloud platform addresses multiple needs of real estate developers, including:

Development project managers
Construction supervisors
Investment coordinators
Property development investors
Stakeholder relationship managers

Salesforce is a versatile and multi-purpose tool that allows developers to create a solution most tailored to their daily challenges. You can customize Salesforce for real estate development purposes by

Customizing ready-made Salesforce clouds’ functionality.
Installing and configuring AppExchange solutions.
Building custom solutions on top of the most suitable Salesforce cloud.

Features of Salesforce for Real Estate Developers

With the help of Salesforce, real estate developers can easily manage

Construction phases and timelines
Project milestones
Contractor relationships
Permit and compliance tracking
Budget allocation and cost control
Investor communications
Payment transactions
Property portfolio performance

Want to learn how Salesforce can transform your development operations?

Book a free Salesforce consultation with our experts to discover the full potential of Salesforce for your specific needs.

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Salesforce For Real Estate: Comprehensive Guide

Salesforce For Real Estate: Comprehensive Guide

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Salesforce for Real Estate Developers Guide [PDF]

Get a Copy of Salesforce for Real Estate Developers PDF

Using Salesforce in Real Estate Development

Investor Portal via Salesforce Experience Cloud for Innovative Capital Corporation

CRM Consolidation Case Study: Hanna Commercial

Commercial Real Estate Map Search for Savills Ireland: Ascendix Search Case Study

Custom Salesforce-Based Application Development and Data Migration for a Mortgage Lending Company

Request a Free Salesforce Consulting Call

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