salesforce for real estate salesforce for real estate

Next-Gen Salesforce CRM Software for Real Estate

Salesforce for real estate provides realty firms, brokers, and agents a platform where they can connect with customers 24/7 and deliver personalized experiences to close deals better, smarter, and faster. Salesforce for real estate investors and buyers allows risk-free automated data exchange and access to real-time information to help them take the next best decision. Salesforce real estate CRM provides them with the information and analytics to maximize return on investment. The CRM brings realty firms, brokers, and agents on a single platform to close deals faster, exceeding customer expectations—with personalized journeys, streamlined lending, sales and service productivity, minimum follow-ups, and meaningful nurturing. The solution contains dedicated features for campaigning, quote management, lead monitoring, visualization, follow-ups, and inventory monitoring that simplifies adoption and usability.

Our experience in realty processes enables us to implement and optimize Salesforce CRM for real estate organizations. Whether it is the migration of an on-premise system to the Cloud, or another CRM to Salesforce, we help real estate players get started with the solution, glitch-free and faster. With expertise in data analytics, CRM automation, and application development— we have the capabilities to establish a full-fledged digital solution for every realty team.

salesforce real estate solutions

Salesforce Offerings for Real Estate

Sales Management

By tailoring Salesforce Real Estate solutions to your unique requirements, we help in tracking tenancy, mortgage, lease, and purchase, so that the sales team has all the data they need to maximize opportunities. With insights into customer preference and property performance, Salesforce for real estate helps sales agents can list relevant options to close deals faster.

Agent Productivity Solution

Salesforce for real estate agents allows realty businesses to overcome productivity issues. Our consultants at Damco are well-versed in managing/integrating apps, websites, aggregator portals, and third-party listings. With our assistance, realtors can create custom dashboards and integrate high-end data at various sources.

Inventory Automation

Salesforce for real estate brokers is the premium cloud-based inventory management solution. We customize the setup to enable deep attribute-based inventory analysis, AI-powered automation, and real-time collaboration over projects, inventory pools, and price lists. Our experts help you in surfacing spatial and chronological inventory gaps.

Automated Communication

Purchasing property is an expensive affair and the buyers want the realtors to be quick with their responses. However, it gets difficult while managing multiple leads at the same time. Damco Solutions provide custom Salesforce solutions for realtors to ensure quick conversations with the leads. Realtors get notified immediately when someone tries to reach them and also send automated messages to help buyers with their general queries.

Lead Management

Lead generation in real estate is done through different channels such as advertising, referrals, direct mail, social media, and word-of-mouth. Maintaining volumes of data from diverse sources can be overwhelming. Salesforce helps you consolidate all the siloed data at a single centralized platform for easy access of information and to build personalized and effective communication, resulting in effective and efficient lead management.

Customer Relationships

The real estate industry is known to run on word-of-mouth, thus maintaining existing relationships is imperative for the space. Salesforce CRM for real estate sends out subtle, non-intrusive, and occasional automated emails and notifications to clients without bombarding their inboxes. Such occasional communications foster a sense of trust and accountability, which leads to more referrals, ensuring more prospects and deals in hand.

Application Integration

We have notable experience in IDX Integration, RETS (Real Estate Transaction Standard) Integration, and RESO Web API Integration. Contact us for seamless integration of Vendor Management Software, Building Management Software, Real Estate Agency Software, Real Estate Valuation Software, and ERP Solution with Salesforce.

Reporting & Analytics

The real estate space seeks immediate resolutions and backup plans to make quick decisions. Salesforce CRM provides real-time evaluation reports for better analysis and to evaluate the effectiveness of the running campaign or process. It helps companies save time and money.

Learn How You Can Benefit from Salesforce for Real Estate

Download the Real Estate Guide

Why Damco?

360-Degree Salesforce Services

Proven expertise in rendering end-to-end Salesforce services including Consulting, Development, Implementation, Integration, and Support.

Center of Excellence

Dedicated Salesforce CoE constituting a team of certified professionals with comprehensive domain expertise.

Salesforce Gold Partner

Salesforce consulting partner with gold competencies offering a broad array of services through a global delivery model.

Industry Expertise

Expansive expertise in driving digital transition through Salesforce services across industries including Insurance, Fintech, Retail, and more.

Extensive Service Portfolio

Comprehensive Salesforce consulting services and product customization portfolio spanned across Sales Cloud, Service Cloud, Marketing Cloud, Community Cloud, Pardot, Field Service Lightning, Einstein Analytics, and MuleSoft.

Salesforce Partners

Hire On-Demand & Certified Salesforce Developers

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Success Stories

Ambit Finvest (NBFC) Increases Sales Productivity by 100% and Operational Efficiency by 70% With Custom Salesforce Solution

A Leading Manufacturing Company Leverages Customized Salesforce Solution To Improve Partner Operations Efficiency By 40%

A Prominent Healthcare Services Provider Maximizes Efficiency And Improves Customer Experience With Salesforce

Frequently Asked Questions

Sure, we can. Share your contact details to schedule a demo with our CRM consultant. We have deep experience in implementing Salesforce for real estate organizations. Our expertise in connecting systems, enhancing personalization, data analytics, and buyer engagement can help you in maximizing technology investment.

The cost of implementing CRM depends on several factors like—number of users, add-on applications, application integrations, database health, service agreement, etc. Having said that, Salesforce is undoubtedly the best CRM for small real estate businesses, considering the long-term advantages it offers.

Yes. We have deep expertise in migrating legacy or third-party CRM to Salesforce platform. Our Salesforce consultant can help you with a tentative timeline, cost estimate, and user-training requirements. Reach us through the form below.

Yes. We have a dedicated team to audit Salesforce CRM and customize the platform as per the business process. We offer a flexible model of managed services to keep Salesforce setup performance-optimized and cost-efficient.