Real Estate Industry

Digital Transformation is bringing the 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. Salesforce, with its extensive feature set, robust integrations, and solid reputation, it was rightfully crowned the “Best Advanced CRM for Real Estate” by PCMag.

Are you on the Right Side?

Product - Centric Builder

Customer - Centric Builder

Industry Challenges

Builders

  • Rising demand for sustainable construction fueled by the impact of the pandemic 
  • Disrupted project timelines due to lack of supply chain visibility
  • Difficulty in configuring customized quotations and pricing for materials

Digital Transformation Maturity Path​

Basic

Core Salesforce​ Automation

  • - Account Management
  • - Contact Management
  • - Lead Generation & Scoring
  • - Campaign Mgmt.​
  • - Pipeline and Opportunity Mgmt.​
  • - Forecasting
  • - Order Management
  • - Product management​

Advanced

System Driven Guidance

  • - Contract Lifecycle Management
  • - Configure
  • - Price
  • - Quote (CPQ)
  • - Guided Selling​
  • - Territory Management
  • - User Management​
  • - Partner Relationship Mgmt.
  • - Analytics and Reporting
  • - Omni channels enablement​
  • - Customer Service Management​
  • - B2B Commerce Portals

Integrated

Enhancing Customers, Sales Reps and Distributors Experience

  • - Customer Intelligence
  • - Cross-Sell and Up-Sell
  • - Loyalty and Referral Programs
  • - Billing and Invoices
  • - Demand Generation
  • - Sales Performance Mgmt.
  • - Fulfillment Mgmt.​
  • - Warranty Management
  • - Quality Management
  • - Real-Time Connected
  • - Apps/Platforms
  • - Enhanced B2B Commerce Portals

Predictive

Smarter, Faster Decision-Making with AI

  • - Predictive Service Support
  • - Advanced Analytics​
  • - Al Recommendations
  • - Salesforce 360 view of customer
  • - Next best action Cognitive / NLP​​​
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