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How Can Salesforce Implementation Help to Optimize Your Real Estate Sales Funnel?

Salesforce Implementation to Manage Real Estate Sales Funnel
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The real estate sector might seem like a very sorted domain, but when we look closely, there are many aspects that can make it complicated. Not only are operations and data management difficult, but also, a little change in the economy takes a direct hit on the sector. This makes it crucial for real estate sales agents to be very active in managing the sales funnel the right way. Considering Salesforce implementation is one way to work with customized real estate features that could simplify sales funnel management. 

The complexity in the real estate sector has made it necessary to have a streamlined CRM solution to manage all operations within a single platform. Using Salesforce for real estate is one of the most efficient ways to get all the data managed on a single platform, making it easier for the team to manage their sales funnel. 

How Salesforce Implementation Can Help Manage Your Sales Funnel


Implementing Salesforce within a real estate institution can be a real game-changer for sales agents, helping them to manage and track their sales pipeline efficiently. 

We’ve listed a few points here on how using Salesforce can be a great way to manage the sales funnel, enabling a smoother flow and management. 

1. Control Leads Smartly


Sales agents can work with Salesforce Sales Cloud to access leads through which they can get leads from different perspectives. They can further redirect leads to a suitable sales rep based on factors like segment, location, or accessibility. Salesforce implementation partners thus help them to automatically send messages to the leads, depending on their interests and requirements. 

2. Streamline Inventory Update


Implementing Salesforce within a real estate firm can enable agents to leverage different tools that can help with stock management and control. It enables them to manage an online inventory that can be kept updated in real-time. 

Agents can use the inventory to manage different details like available properties, receipts, offers, billing, and prices, and all of it can be managed with Salesforce. Firms can also go for a customized Salesforce solution with trusted Salesforce implementation partners that can enable agents to view details across different warehouses and locations. In addition to this, such a solution also eliminates errors related to inventory management. 

3. Manage Customized Campaigns


Agents can work with Salesforce Marketing Cloud to optimize their marketing strategies. This would enable them to handle all their marketing operations through a single platform, providing a 360-degree view of all details within one interface. 

Additionally, agents can also access advanced analytics to understand and evaluate patterns and projections related to the sales funnel. This enables them to nurture all leads easily, making them sales-ready. 

4. Simplify Reporting


Using Salesforce enables real estate agents to view and manage all facets within reports and dashboards. This helps them to track all activities and progress related to sales within a single view. 

They can also work with personalized reports, managing multiple variables like properties, quarterly sales, and other demographics. This makes it easier for them to understand what’s working for the business and what needs to be changed or improved.

5. Improve Data Management


There are always a lot of aspects that have to be managed for a real estate firm. This simply means having a lot of data on the plate that needs to be managed and streamlined for easier access. 

With the Salesforce implementation service, realtors can always have data at their fingertips, making it easier to handle data, whether it is from different engagement channels or related to ongoing sales deals.

What We Did For Our Client


We assisted one of our esteemed clients, a renowned real estate investment company that owns and operates recreational vehicles and prefabricated housing parks. The company is privately operated. 

They came to us to create a more accessible and systematic interaction system for customer-facing teams. Their data storage system also needed to be upgraded to handle large volumes of customer data.

Challenges they faced


Earlier, the client was storing customer data in Excel sheets to interact with customer data manually and share it with offshore sales teams. Due to this, there was heavy dependence on traditional methods to manage data. 

The team was still relying on outdated legacy methods like using Excel sheets to record client information and updating records manually. This was a very time-consuming and inconsistent approach. 

They needed a stable and reliable platform to manage the data. So, they were looking for a more reliable medium for their offshore teams to interact with customers and their data. 

How we helped


We optimized Salesforce for organized data storage and consistency. We set up a Salesforce entity or Org that contained a username and information of the client. This was a safe and reliable option to store the client data without any inconsistency. 

For all the existing client information, we shared a common spreadsheet template that helped sync all other attached templates. Doing this, changes made to one template would automatically update the others. 

We also helped with convenient data migration and sharing. The data needed to be imported into the lead object to avoid any information leak. The existing data was important to migrate into the current system and with the right measures.

Reported outcomes


Here’s how our services helped our clients from the real estate sector:

– 360-degree view of client data enabled easy tracking of required records and lowered the chances of reputational loss. 

– Regular follow-ups with clients made it easier to collect their opinions and improvise where required and made customers more inclined to respond through personalized interactions.

– Centralized agent and estate data led to a reliable database without inconsistencies. Agents could access the information centrally and clear customer objections, if any. 

– Automatic updates were pushed to all sheets. Also, the automatic recording of information leaves minimum chances of gaps in customer profiles.

Go for Salesforce Implementation for your Real Estate Firm


There’s no denying the fact that managing all real estate operations can be a real struggle, whether it is about managing customer details or information related to different deals. But managing it all can be a piece of cake with Salesforce. 

We can be your reliable Salesforce implementation service to help you manage your real estate operations. Contact us and get the best certified experts to guide you and overcome your existing business challenges. 

Siddharth Sehgal


Siddharth Sehgal is CEO & Salesforce Communication Guru. He helps businesses grow exponentially by putting their Salesforce CRM on steroids with his unique techniques. He is on a mission to help businesses build deeper relationships with their customers.

Quiz Time

Which of these is not a way Salesforce helps agents in the real-estate?

a). Easier reporting

b). Simplified lead management

c). Better data management

d). Complex workflow

Show Answer: d) Complex workflow


Salesforce allows real estate firms to centralize customer information, including preferences, interactions, and transaction history. This holistic view helps in understanding customer needs better and providing personalized services. Also, Salesforce’s marketing automation tools enable real estate firms to create targeted marketing campaigns, track leads, and engage with prospects across multiple channels. This can help in generating more leads and improving conversion rates.

In addition to this, Salesforce’s mobile app allows real estate agents to access customer information, update listings, and communicate with clients on the go. This improves productivity and responsiveness.

Salesforce helps real estate companies capture, track, and manage leads effectively. It provides tools for lead scoring, routing, and nurturing, ensuring that leads are followed up promptly and efficiently.

Salesforce provides a comprehensive view of each customer, including their preferences, purchase history, and interactions. This information enables real estate companies to tailor their sales approach to each customer, increasing the likelihood of closing a deal.

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