From managing records to building customer relationships, Salesforce CRM has a lot to offer to real-estate firms around the globe. It allows teams to store data on a unified platform, which could include data related to customer engagement, demographics, purchase history, and much more. But to leverage all these features and benefits, it is essential to have a reliable team for  to implement the solution and use it efficiently. 

For real estate agents, it is highly necessary to ensure that they maintain an efficient relationship with their customers, even after their deal is closed. This is where Salesforce can prove to be of great help. 

This blog will take you through points that will help you understand what Salesforce has got to offer for real-estate businesses.

Why A Real-Estate Firm Needs a Salesforce Consulting Company

Let’s realize the importance of a Salesforce consulting company for a real estate firm with the following points:

1. Simplify follow-up efforts for agents

There are times when agents missing out on follow-ups end up losing on converting referrals to a business. For real-estate firms, focusing on referrals is highly necessary as that’s how they’ll keep bringing new leads. 

With the help of a Salesforce consultant, you’ll be able to know when exactly you should be reaching out to the referral. They can send customers emails or reach them on social media after analyzing what platform works best for them.

2.Automate digital marketing

With all the technological advancements and digitization, marketing teams across businesses are taking a shift to digital marketing. The same is expected from the real-estate businesses. This is where Salesforce can prove to be of big help. With online methods of marketing across different channels, real estate agents can significantly reach more and more leads. 

They can even schedule a monthly newsletter for different segments of the target audience and can even evaluate marketing reports from different channels to evaluate the performance of each campaign. Along with this, Salesforce will also provide the team with the ability to track their leads and be aware of their online activity and behavior.

3. Improve relationships with existing clients

Real-estate agents getting very much involved in finding new leads might cause losing focus from existing clients. While it is important to close more clients, there’s no denying the fact that with existing clients, there are always more chances of getting business. With the help of professionals at a Salesforce consulting firm, it could become easier to maintain effective relationships with existing clients. 

With Salesforce, you can automate follow-ups and schedule emails with existing clients, thus making sure that you stay connected with your existing clients. It can even allow you to stay updated on different life events of customers to schedule an email accordingly.

4. Stay competitive

Many real-estate businesses these days have already shifted to Salesforce to ensure that their sales agents can have access to more advanced features. It enables them to manage their databases automatically, making it easier to manage and track customer records from a unified platform. 

Studies have shown that Salesforce implementation in real-estate firms has changed the way the sales team works, making them more efficient in their daily activities, staying updated about the customer information from marketing and service teams, tracking the performance of the competitors, and strategically planning the next business move for better profits. 

Leverage the Power of Salesforce for Real-Estate

Real-estate businesses involve a lot of complicated workflow and documentation, along with the need to record and maintain customer information. Salesforce can provide this capability to the teams in a real-estate business, making the agents capable of handling it all through a unified platform. This would ultimately give them the ease to maintain customer relationships and close more deals to bring in more business. 

Now, to leverage the power of Salesforce the best way, you need to have the best Salesforce consultants to guide you through the Salesforce implementation and adoption. 360 Degree Cloud is the team that will evaluate your business and implement a customized Salesforce solution, making sure that the potential end users are able to utilize its features to improve their productivity and efficiency.