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.
Tired of juggling spreadsheets, emails, and endless phone calls? The Salesforce platform offers a unified solution for managing your clients, properties, leads, and transactions, all in one place.
Some real estate professionals reported doubled productivity, a 77% increase in lead conversion, 42% better forecasting, and a 30% decrease in document processing time enabled by Salesforce.
In this e-book, we delve into:
- How different real estate professionals can benefit from Salesforce and its products,
- Necessary Salesforce customizations for different real estate needs,
- Top Salesforce integrations to boost efficiency, analytics, reporting, and other professional aspects.
