Salesforce Real Estate
Deliver effective, strategic service on the go.
Our solutions leverage the power of Salesforce to create a central hub for all your property information. This enables your staff to provide a great client experience by:
- Managing the fundraising and property acquisition process
- Capturing key metrics and financials for all units
- Optimizing the lease process to ensure efficient renewals
We also extend this power to tenants, property managers, and customer service teams through custom portals and marketing automation programs.
We have deep experience in both Salesforce CRM consulting and the real estate industry. We’ve worked with commercial and residential REITs and real estate firms to streamline their property management and lease management lifecycle.
Benefits of Salesforce Real Estate Solutions
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Improve visibility in property portfolios
Provide agents, brokers, and deal professionals with tools to understand their properties, units, financials, and key metrics.
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Automate the lease renewal process
Create a more efficient lease management process by creating renewals and reminders based on term and amendment dates. Send clients and tenants automatic reminders to help them stay on top of their payments due.
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Provide seamless integration and analytics
Leverage integration to daily sales and trading platforms, data warehouses, and commission systems. Ensure all business-critical information is in one location and ready for your dashboards.
Lease management lifecycle
For both residential and commercial real estate agents, lease management is one of the most challenging and time-consuming activities. We leverage the cloud-based Salesforce platform to improve processes for:
- Acquiring a new property
- Cataloging property units
- Extending leases
- Combining units
By streamlining the lease management process, our real estate clients can provide better service to their tenants and ensure continued satisfaction.
Our Lease management CRM solutions feature:
- Easy Search and View tools to find units and properties that will appeal to your prospective tenants
- Centralized tracking capabilities to perform lead management while monitoring and reporting on in-progress or upcoming new and renewal leases
- Seamless integration with e-signature and document generation apps to increase efficiency for all necessary paperwork related to the sales process
Property management portals
Our key goal is to innovate and transform the way our real estate clients build out their property management portals. We work together to maximize the tenant experience — and your property portfolio ROI.
One of the most important goals is efficient and effective property management. We build custom portals using Experience Cloud technology to extend Salesforce directly into the hands of service teams and onsite staff.
Our custom portal solutions feature:
- Increased mobility so that onsite staff can have tools at their fingertips on tablets and smartphones
- Robust workflow automation to capture contact information and route work orders, tenant requests, and lease renewals
- Seamless collaboration so property managers can work more efficiently with your office staff
Case Study: Custom Salesforce real estate implementation
This client is an international leader in urban real estate development, management, and leasing.
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Challenge
The organization had no front or back end systems in place to manage the overall residential leasing process.
They required an application to support typical residential real estate business processes including leasing, renewals, and maintenance requests.
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Solution
Silverline delivered a custom Salesforce implementation including the ability to:
• Schedule and track viewings
• Send and collect resident applications electronically, with supporting documents
• Screen prospective tenants and guarantors for credit, criminal, and housing court violations
• Automatically generate renewal opportunities a set number of days before lease expiration
• Collect maintenance requests from a company extranet and assign requests to maintenance personnel -
Results
The client gained the ability to manage inventory availability across an entire portfolio of buildings from a central location. They also gave developed a clear insight into their entire operations.
With the ability to search, view, and select available inventory on a building-by-building basis, their team has vastly outperformed prior numbers in comparison to the limitations previously faced.
Yardi integration
Real estate firms often rely on Yardi systems to manage their core operations for property and lease management, accounting, and more. Integrating Yardi with Salesforce solutions can help grow marketing and sales cycle capabilities, while improving customer relationships in real time.
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Reonomy integration
Salesforce helps businesses in commercial real estate with prospecting, marketing outreach, pipeline management, and client engagement. With a Reonomy Salesforce integration, you can integrate your property research with your prospecting and sales operations — all on a single platform.
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