Expert Guide to Salesforce Implementation in 2024
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Expert Guide to Salesforce Implementation in 2024
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AscendixRE CRM

Commercial Real Estate CRM on top of Salesforce
Ascendix Search

Advanced Search & Productivity App for Salesforce users
AscendixRE СRM for Capital Markets

CRM for Capital Markets
Composer

Document Generation Software
AscendixRE Land

CRM for Land Brokers
MarketSpace

Property Listings Portal and Secure Deal and Collaboration Rooms

Salesforce Consulting For Real Estate

As a seasoned CRM consultant for the real estate industry with a 20-year proven track record, we will bring our insights from hard-learned lessons to enhance the utilization of your Salesforce CRM and elevate your real estate business potential. We’ll make your Salesforce bring results, return on its investment, and work at its maximum.

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Reliable business connections can’t be built in one day. It can take years for realtors to start reaping fruit from nurturing their relationships with clients.

However, by using Salesforce for real estate, agents can significantly accelerate the conversion of their leads into repeat customers by establishing regular and informed communication.

We have a confluence of 20+ years of CRM consulting and 10+ years of real estate consulting, which presents a really unique vantage point.

Ascendix is a certified Salesforce consultancy and well-versed real estate technology expert, and what makes us really stand out from other Salesforce consultancies is that we don’t need to learn your real estate terminology and naming conversions to tailor CRM for your agents’ every tiny request.

And it means you don’t have to pay extra for our consultants’ time to get into the real estate industry and its protocols.

Salesforce For Real Estate Benefits Ascendix

Our professionals will lead your Salesforce implementation from scratch, manage and solve problems with your ongoing rollout, assess gaps in your current CRM, facilitate your migration to Salesforce, and customize standard CRM functionality to support your real estate business.

Also, we’ll help you build a custom Salesforce-powered portal for the management of real estate brokers and real estate investors to boost collaboration and deal distribution visibility.

If you have an ongoing CRM project, we’ll become your last line of defense and the eyes on the technical changes that are being made, making sure that they’re not gonna go against any internal protocols and break any systems before going live.

So you’ll have not only a technology consultant but a strategic partner as well.

Build a Truly Personalized CRM for Your Brokerage

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Whom Salesforce Can Help in Real Estate?

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Residential Brokers
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Commercial Brokers
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Listing Agents
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Selling Agents
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Designated Agents
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Real Estate Investor
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Real Estate Lenders
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Real Estate Developers
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Home Inspectors
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Tenant Reps
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Landlord Reps

Why 300+ Real Estate Brokerages Chose Ascendix

Ascendix is a renowned CRM consultancy and real estate technology expert that will speak your real estate language and truly understand your everyday processes.

With our professional services and US- and Europe-based teams, you can optimize the cost of your Salesforce project. Thanks to our understanding of the Salesforce platform's ins and outs, we can successfully navigate through any Salesforce-related difficulties, which is reflected in the sheer volume of satisfied customers.

“ In this journey, we're working hand in hand with Ascendix to alternately create strategies within the software to serve our loan officers and help them to increase their bandwidth so that they can take on more clients, do more loans and drive more revenue.

Ascendix team doesn’t only build solutions for Innovative Capital but also provides Salesforce support continuously and finds answers within 24 hours. ”

Revel Stark, Director of Business Development at Innovative Capital Commercial

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Complete understanding of your real estate selling cycle, business principles, and terminology
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20+ years in the Salesforce consulting business
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10+ years of experience in real estate technology
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17+ CRM products and apps
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200+ professionals on board
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120+ Salesforce Certifications
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Onshore and Offshore engagement models for cost compression

What Salesforce Real Estate Services We Provide to Brokers

Need a wholly fine-tuned and mature CRM for your real estate brokerage? As both a Salesforce consultant and a real estate knowledgeable expert, we have a great perspective on your CRM to share and can assess it both from technical and usability points. We can help you build your unique solution using tools and functionality available in Salesforce that will align with real-life processes.

CRM Gap Analysis

Suppose you've already been using a real estate CRM system for a while but are not entirely satisfied with how it works. In that case, we'll assess your platform and how it can be improved.

Migration to Salesforce

You may find that your current real estate technology doesn't support all your needs or is relatively rigid in terms of customization. In this case, we'll help you move to Salesforce.

Salesforce Implementation

If you are ready to use the full potential of Salesforce for your real estate business, our team will create your individual implementation and customization roadmap. 

Data Import/Export

Your business is vital only if it's powered with accurate data. So we'll help you feed your CRM with duplicate-free and enriched data, export it from other sources and import it into Salesforce.

Project Recovery 

Your Salesforce may not justify its investment, or you may feel that your implementation process's gone the wrong way. Our experts will analyze your main problems and optimize your solution.

Salesforce Optimization

Your team can be overwhelmed by the abundance of functionality your Salesforce CRM has and doesn't use it effectively. So we'll make the necessary configurations to simplify the system run-around.

System Integration

We'll make Salesforce your source of valid data where you can orchestrate all the processes and forget about distractions connected with separate management of tools. 

User Training 

Once all necessary changes are made, we'll educate your teams on how to use implemented features. Our consultants will also provide how-to guides and detailed documentation on all modifications.

Virtual Administration

If you don't have enough technical resources to keep your Salesforce CRM operational, our administrators will assist you in scaling your platform, considering all customizations.

CRM Gap Analysis

Suppose you've already been using a real estate CRM system for a while but are not entirely satisfied with how it works. In that case, we'll assess your platform and how it can be improved.

Migration to Salesforce

You may find that your current real estate technology doesn't support all your needs or is relatively rigid in terms of customization. In this case, we'll help you move to Salesforce.

Salesforce Implementation

If you are ready to use the full potential of Salesforce for your real estate business, our team will create your individual implementation and customization roadmap. 

Data Import/Export

Your business is vital only if it's powered with accurate data. So we'll help you feed your CRM with duplicate-free and enriched data, export it from other sources and import it into Salesforce.

Project Recovery 

Your Salesforce may not justify its investment, or you may feel that your implementation process's gone the wrong way. Our experts will analyze your main problems and optimize your solution.

Salesforce Optimization

Your team can be overwhelmed by the abundance of functionality your Salesforce CRM has and doesn't use it effectively. So we'll make the necessary configurations to simplify the system run-around.

System Integration

We'll make Salesforce your source of valid data where you can orchestrate all the processes and forget about distractions connected with separate management of tools. 

User Training 

Once all necessary changes are made, we'll educate your teams on how to use implemented features. Our consultants will also provide how-to guides and detailed documentation on all modifications.

Virtual Administration

If you don't have enough technical resources to keep your Salesforce CRM operational, our administrators will assist you in scaling your platform, considering all customizations.

Salesforce Products We Can Customize & Configure for Real Estate Needs

Ascendix experts can optimize the Salesforce solutions for real estate brokerages like Sales Cloud, Service Cloud, Marketing Cloud, Community (aka Experience Cloud), Revenue (aka Billing & CPQ) Cloud, Pardot (aka Marketing Cloud Account Engagement), and Einstein Analytics (aka CRM Analytics) to address your key business challenges.

Make Salesforce a Completely Personalized CRM for Your Real Estate Brokerage 

What makes Salesforce stand out from other CRM software for real estate agents is its flexibility and simplified way of platform customization. Moreover, its click-not-code nature allows the faster and more uniform building of apps that can enhance core Salesforce functionality. We understand what an expensive venture it is to implement a CRM company-wide so just let us take an objective audit and maximize your current investment in the platform that you've chosen.

Customization & Configuration

If you want to make standard Salesforce functionality much more personalized, we'll make it truly yours by adjusting available Salesforce features.

Custom Salesforce Development 

If the existing Salesforce infrastructure and tools can't meet your needs, our experts will help you create brand-new functions by writing custom code.

Custom AppExchange Development

Once you come up with an idea of an app that will solve technical problems not only for your brokerage but other realtors, our developers will help you turn it into reality.

Customization & Configuration

If you want to make standard Salesforce functionality much more personalized, we'll make it truly yours by adjusting available Salesforce features.

Custom Salesforce Development 

If the existing Salesforce infrastructure and tools can't meet your needs, our experts will help you create brand-new functions by writing custom code.

Custom AppExchange Development

Once you come up with an idea of an app that will solve technical problems not only for your brokerage but other realtors, our developers will help you turn it into reality.

Build Custom Real Estate Portal with Ascendix

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Why Salesforce for Real Estate Agents?

Salesforce for real estate helps brokers reduce time on closing their deals, improve lead qualification, and, as a result, convert their prospects faster into long-term clients thanks to its innovative CRM product line and their functionality. Salesforce for real estate can take away all manual efforts from agent’s life and make them focus on winning new opportunities.

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Improved Visibility of Deal Pipeline in Real Estate

Sales Cloud enables connecting numerous lead sources to improve tracking and nurturing, generating a rich real estate data source for further analysis and capturing of the lead status and progress.

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Secure Portals for Communication

With Salesforce Experience Cloud, real estate firms can create customizable listing and collaboration portals powered by large volumes of data, centralize tracking of leads and tasks, and exchange data and files among brokers and clients.

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Multi-Channel Marketing Automation

With Marketing Cloud, real estate agents can unify multiple communication channels, including social media, chats, emails, and phone, create more targeted email and SMS campaigns, capture website entries and searches, and improve social listening.

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Personalized Email Campaigns

Account Engagement (formerly Pardot) provides the ability to build tailored email campaigns powered with whitepapers, guides, and videos and create custom landing pages and forms.

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Centralized and Automated Case Management

Service Cloud helps organize the management of customer complaints, automation of payment collection, and property maintenance queries.

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AI-Powered Lead Qualification & Segmentations

CRM Analytics (formerly Tableau Analytics) helps you build more accurate lead segmentation based on different criteria, e.g., location. Also, with this solution, realtors can automatically match listings with buyers based on their preferences.

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High-Level of Data Protection

The whole Salesforce ecosystem is well-known for its high security standards which makes a leader in real estate management CRM domain. For example, while working on sensitive real estate deals, you can limit access to only key stakeholders and thus prevent leakages and compromising client data.

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Detailed Reporting and Dashboards

With praised Salesforce reports and dashboard features, real estate agents can analyze the market to see tendencies via dashboards that collect rich data on how long properties are on the market and how much they are sold for.

Filter Your Salesforce Data by Radius and Zip Code with Ascendix Search 

Ascendix Search app interface laptop

 

Ascendix Search is one of our AppExchange apps. We built it to simplify and enhance the general Salesforce search.

With Ascendix Search, you can create targeted lists of prospects or other objects without the help of a Salesforce admin and save lots of hours every week.

Additional features include exporting to Excel, mass record editing, and using maps and charts for searching your Salesforce data.

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Ascendix Search app interface laptop

Download Our Portfolio of Consulting Projects

You don't need to reinvent the wheel. See how we addressed unique challenges of your peers with Salesforce for real estate.

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Salesforce for Real Estate FAQ

Can Salesforce be used for real estate?

Even though Salesforce doesn’t offer an out-of-the-box CRM suite for real estate brokers, its features can be customized for any business needs. Moreover, Salesforce allows the development of real estate apps to enhance core platform functionality.

How much is Salesforce for real estate agents?

The cheapest Salesforce license for real estate agents costs $25/user/month, and the most expensive – Unlimited – $300/user/month. But the actual cost of Salesforce for real estate includes CRM implementation, customization, and system integration.

Is Salesforce good for real estate?

Salesforce is a robust cloud-based CRM that can make real estate brokers more productive and close deals faster. However, there is no off-the-shelf solution created specifically for real estate agents. Still, thanks to its flexible nature, Salesforce can be customized to meet the needs of any real estate domain.

Contact Sales Team

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How can we help you?

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Contact Info
+1 888-346-3276 Ext 2 +1 972-889-8090

Ascendix Corporate Office
12222 Merit Drive Suite 1550
Dallas, Texas 75251

Ascendix User? Need help? Send your support requests to support@ascendix.com