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Yardi Salesforce Integration

Streamline the lease management lifecycle.

Many real estate firms rely on Yardi systems to power their core operations such as rental and commercial property management, accounting, lease management, and more. While Yardi can be a great solution for middle- and back-office teams, many companies also use Salesforce to grow their front office marketing and sales capabilities.

With a Yardi Salesforce integration, you can unlock the power of both management systems to take advantage of powerful Salesforce platform tools like Marketing Cloud, Sales Cloud and Tableau while leveraging the operational horsepower of Yardi Voyager, Breeze, RENTCafé, and more —  enabling your team and improving your processes.

yardi salesforce integration

Benefits of integrating Yardi and Salesforce

Handle the full lease management lifecycle

Streamline the application process by sourcing new leads from marketing and listing channels, passing them to agents, and scheduling appointments in Salesforce. Once new tenants are qualified and ready to fill out their application, leasing agents can easily transfer prospects from Salesforce to RENTCafé. Periodically bring back application data from Yardi to Salesforce to provide leasing agents, property managers, and marketing executives an understanding of where their tenants are coming from and how they’re engaging.

By syncing application status and lease information from Yardi to Salesforce, you can automate renewal opportunities for current residents and unlock the power of Salesforce’s marketing automation tools. This enables you to perform tenant nurture activities at scale to power the rest of the leasing journey, such as sending renewal reminders when a resident’s lease term is coming to an end.

Why choose Silverline?

Silverline has over a decade of experience working with Salesforce, along with proven expertise in the real estate industry. Our consultants come with first-hand knowledge and expertise acquired through thousands of implementations.

Silverline also has experience integrating Yardi and other software with Salesforce to help real estate companies and improve their processes with customer relationship management. We are well suited to develop and design an integration for your business’ needs.

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The CalendarAnything advantage

Create customizable calendars from any standard or custom object in Salesforce.

With prospect, tenant, and property information in Salesforce, you can leverage CalendarAnything to visualize all aspects of property operations, marketing, and leasing journey.

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Learn more about how Silverline can help you integrate Yardi and Salesforce.

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