In partnership with Ascendix, Innovative Capital Corporation has created robust investor portal software. Leveraging the power of Salesforce Experience Cloud, the portal not only synchronizes with other Salesforce products but also shares a unified database featuring contacts, loan details, and real-time activity outcomes. Its design echoes the company’s branding, reinforcing a harmonious visual identity across all platforms.
In this guide, we’ve gathered our breadth of knowledge gained throughout over 25 years of Salesforce consulting and helping real estate investment firms leverage the full potential of this powerful platform.
Here you will find out:
- Benefits of adopting Salesforce as CRM for real estate investors.
- Ascendix’s customization checklist to tailor Salesforce to the specific needs of real estate investment firms.
- The list of fairly-priced Salesforce add-ons that have proven to be a must for modern real estate investors and what they bring to the table.
- The list of native integrations to optimize your workflows, enhance analytics, reduce manual work, and facilitate document management and reporting.
Have more questions? Schedule a free Salesforce consultation with Ascendix experts and get all the information you need.
