Real estate

Real estate

5 Key Activities to explode Commercial Real Estate Business Using Salesforce

Are you a commercial real estate agent, broker, or manager? 

If so, then you definitely want your commercial real estate business to grow faster!

Adopt these practices to speed up your business:

Use Salesforce CRM as a Value Add

The main idea of using a CRM like Salesforce is to ease the agent’s daily life. Beyond stakeholder alignment and executive buy-in, the tool itself must offer the value that assists with prospecting, setting goals, building the pipeline, communicating, and managing deals. 

Deeply integrate Salesforce CRM into your business organization, continuously aggregating information, assisting in communication, visualizing data, tracking, and projecting past and future performance.

The use of tools other than sophisticated CRM can be very tedious and pesky. A CRM like Salesforce offers a wide variety of tools to automate, capture the data, get investor account information, calendar syncs to the automatic logging of email correspondence.

Read to learn: How the real-estate industry can leverage Salesforce to streamline their sales funnel

Easy-to-use UI

It is not just about using a CRM, it should be designed for easy use. The most important things agents care about is usability and ROI. The user interface should encourage little to no manual intervention with minimal manual data entry, a seamless user experience, and the number of clicks required to complete the primary task.

Users should be able to interact with the most valuable and common user information to the top of the page layouts. This limits the set of data points required to the least and right set. This facilitates users to quickly understand what they need to do and complete data entry efficiently and promptly.

Privacy of Brokers

Salesforce assures Brokers privacy by restricting the accessibility of sensitive information within the department and Channel Partners.

It is also restricted in terms of view access to different departments like sales and accounting. 

Here, the admin has a right to restrict the department access and allow access to detailed information about each sales deal, rate, and commission to brokers. 

All information of Brokers (Channel Partners) is further restricted by allowing them a unique code, so that information is not visible to any and the privacy of brokers is maintained.

Implementation efficiency

After correctly setting CRM and training has also been provided, the next important thing is to measure the adoption. Many firms start by simply measuring logins, deals added to the system and the total amount of pipeline. 

After that, they move on to look at the entry of key data points on those deals and related information, such as the companies, contacts, and properties related to those deals. With Salesforce, you can easily measure the adoption with metrics, which can be further customized to each firm’s unique needs.

Use it regularly

The more you use it, the better lifestyle you are ought to live. Frequent use of CRMs like Salesforce during team meetings and 1:1s ensure regular usage of CRM. 

Salesforce enables you to generate contracts and documents, which can be done if and only if the data is in the system. With proper design and measured adoption, Salesforce can save everyone’s time on the team, from brokers to accounting, by facing the adversities faced after hunting for data at various points in the business process.

To summarize:

  1. Make Salesforce a value add in your work practice.
  2. Make the user interface friendly and interactive.
  3. Protect the broker’s information.
  4. Make sure and measure adoption metrics.
  5. Make sure Salesforce profoundly integrates into the workforce.

Introducing RealE 360: Sell Faster… Manage Smarter

RealE360 is a comprehensive automation solution built on the world’s #1 CRM platform ‘Salesforce’ will help modern-day realtors, real estate agents, brokerage firms spend less time on intricate processes and more time growing business portfolios.


  • 360-degree customer view
  • 45-50% reduction in the operational costs
  • 70-80% increased sales & marketing ROI
  • Ensured zero lead leakage
  • Smart & automated lead assignment
  • Get lead in real-time from any sources – Social, other property portals 
  • Track the time spent from the first contact made to Site Visit and close

RealE 360 encapsulates your customer personas for an at-a-glance view of all the integral procedures of your real estate business. To know more, please get in touch for a demo.

ALSO READ: Why you Need a Real-estate CRM – Top Five Reasons

CRM, Real estate

Why you Need a Real-estate CRM – Top Five Reasons

The real estate sector has been one of the top contributors to any economy. With continuous process automation & digital transformation, the industry can streamline it’s critical business processes & sustain in a highly dense competition. However, the real estate industry is one of the most inactive technology adopters in order to automate certain repetitive manual tasks and concentrate more on accelerating revenue growth. 

However, the current pandemic has caught the sector hard and modern-day realtors are looking for innovative ways to bounce back strong. Driving more sales and minimizing manual tasks are the key goals, and this is where a powerful CRM comes into the picture. 

In the new normal of a virtual world, where it has become more essential to reach to your target audience digitally, realtors today are looking to enhance their reach, accelerate sales processes for faster deal closures, minimize human interventions in critical business operations with next-gen automation, leverage the power of analytics to unlock business insights & drive top-notch customer engagement to streamline future sales funnel. A comprehensive CRM solution tailored to meet specific real-estate business goals can help realtors achieve more in less time.

So, here are the top 5 reasons why you need a real estate CRM for your business. 

Efficient Database Management:

  • Managing a customer database is a tedious task for any real estate developer and broker (Channel Partner).
  • Daily working on the excel sheets, managing leads, and the right information is complicated; also, data is not available at one click.
  • Multiple executives work on handling customer queries and managing databases, which results in so many errors in data.

Lead Nurturing:

  • The whole industry works on daily lead generation to get clients from the market. Lead nurturing will help a company to know the potential of any inquiry received. 
  • It can also help you to capture the leads online through any platform. You can get the details and communicate with any of the leads.
  • Through the CRM, you can email or SMS and keep nurturing leads, till leads reach at the bottom of your sales funnel for final closure.

Relationship Management:

  • Do you know why channel partners, close top deals, and get so many referrals? It is because of their relationship with people.
  • We know it’s a bit difficult for companies to do it, but your CRM can help you build strong relations with prospects and end customers. 
  • It will always remind you about your activities with any prospect or customers, like birthdays, anniversary, which will help build personal relationships. 
  • You can always send them festival wishes, newsletters, and any information with one click through CRM.
  • So CRM not only helps you to maintain a database but allows you to build relationships to drive business.

CRM helps you to automate your marketing:

  • A Real Estate CRM can directly capture all online leads through integration.
  • You can also set your email or SMS campaigns, and you can run drip campaigns, which can keep nurturing leads.
  • Different CRM Tools can capture all the activities and communicate with the related prospects. Like chatbots, Mailers, SMS, and data capturing can ease your marketing efforts and help you save your time on each activity.


  • A real estate CRM can help you to generate lots of unique reports at one click.
  • These reports can help you to know the detailed analysis of the activity happening around each department’s project. 
  • Reports will not only help you to analyze the performance of individual team members, but it can also help you analyze which marketing activity is working for you and ROI on each activity.
  • You can generate lots of reports like leads, visits, marketing spends, ROI on each effort, source of leads, and ratio to visit and closure.

Wrapping up

Salesforce has been doing exceptionally well in transforming the real estate industry with its Customer 360 platform by optimizing critical business processes such as sales, service, marketing, etc. With Salesforce powered CRM realtors can improve sales processes, achieve greater visibility, reduce significant operational costs & time, enhance productivity, and ensure a comprehensive 360-degree customer view. As a Salesforce partner company, CEPTES offers CRM solution ‘RealE360’ tailored for real-estate players. To know more, please get in touch.

ALSO READ: How Salesforce Can Help Your Real Estate Business

Real estate

How the real-estate industry can leverage Salesforce to streamline their sales funnel

The real estate sector, being traditionally unorganized, has always been slow to adopt new trends. However, lately, there has been a significant change in the real estate model. The recent surge in the availability and capacity of custom digital technology has affected the realtors too. There remain numerous challenges that realtors have to contend with:

  • Fierce competition
  • Low demand in the market
  • Customer expectations
  • Lack of proper communication channels
  • Lack of proper analytics

Given the unique demands of the real estate sector, there’s a growing need for tools that are highly adaptable, efficient, flexible, and effective. Salesforce steps in to solve these problems while making sure that you’re there for your clients whenever they need you. The platform is highly customizable and flexible, and it provides easy to use functionality that can be adapted to any system and business process.

What Salesforce Brings in?

Intelligent Lead Management

  • Using Sales Cloud, you can obtain leads from multiple sources and route them to different sales agents based on their location, segment, and availability, etc. The application automatically sends emails to the captured leads based on their interest levels. 

Personalized Campaign Management

  • Marketing Cloud helps you generate more leads by automating your marketing process. Using the platform’s robust features, you can have a single point of control. 
  • Salesforce’s Analytics tools help you predict trends, forecast sales pipeline, and nurture all your leads with highly personalized messaging to make them sales-ready. 

Process Automation

  • The platform helps you automate multiple business processes with seamless integration including billing process, from document generation to sending. You can generate sales agreements in one click, share documents with the customers for e-signature.

Dashboards & Reporting

  • Salesforce’s clutter-free, single dashboard projects a complete view of every business aspect such as customers, properties, partners, campaigns, sales reports, and financial reports, etc. You can generate customized reports based on various factors like property types, demographics, and monthly sales to optimize sales processes and generate more leads. The platform provides a complete view of partners and external agents. 


  • The platform’s interface helps you access all the information on the go, in real-time. Sales agents can obtain information related to customers, property, pricing details, and reports, etc. on any device, anytime. You can view customer details and entire communication history in real-time.

Customizations & Integrations

  • Salesforce real-estate solutions accommodate all your business needs and help streamline your complex processes. Salesforce’s automation system brings all your third-party systems, be it ERP, Accounting, HR, or other applications, to a single platform.

Once you implement Salesforce, you will begin to see some immediate improvements in your sales process. Some of the most compelling benefits of Salesforce are:

Customer Satisfaction: Salesforce’s Service Cloud will help you receive and respond to your clients’ messages from any internet-enabled device, helping your customers get instantaneous feedback. Faster response times will significantly increase customer satisfaction and help strengthen your relationship with them.

Efficiency: The tool will be able to automatically fill out forms, retrieve important data, keep track of important events, and file important documents. This will give you breathing room to focus on bigger and critical issues and tasks.

Easy Data Access: Salesforce will give you a single, unified system to maintain all data related to your multiple accounts, which can be accessed anytime from anywhere. The centralized database will also maintain track of your data so that the right agent gets the right information they’re looking for.

Easier Correspondence: By retaining contact information and current correspondence, the CRM can help maintain relationships even if they’re not active currently. You’ll be able to maintain regular contact with all your clients by sending simple, non-intrusive emails so that they know that you’ll be available to offer your services and assistance should they need it.

Immediate Evaluation: Salesforce constantly analyses, measures, and evaluates the effectiveness of your work in real-time to identify practices that don’t work. You’ll be able to abandon the line of action that isn’t paying off so that you can instead focus on the methods that will.

CEPTES’s offers a comprehensive real-estate automation suite built on the top of the world’s #1 CRM platform Salesforce which will help real estate agents, next-gen realtors, and brokerage firms grow business portfolios and streamline their complicated sales processes. To know more, please get in touch.

Real estate

How Salesforce Can Help Your Real Estate Business

COVID-19 is impacting the global economic structure. Liquidity has been decreasing, and the waves of liquidity crunch are splashing over the real estate industry. Once booming, the real estate industry has become quite competitive and fierce. Demand for residential and commercial properties have slumped, and so have the sales of small and medium real estate businesses.

In times like these, Salesforce CRM has emerged as one of the most prominent solutions for real estate agents, brokers, and developers to track their customers, manage minutest of information, and also even the market listings. 

Salesforce CRM offers easy to use functionality, is highly customizable, and flexible enough to adapt to any existing system, and business processes. In addition, the system has capabilities to merge multi-channel leads to one destination. The team can work in collaboration, from all the emails and calls exchanged with the end-user to complete documentation that can be stored in a single dedicated location allowing you to pull the information at any given point of time. Entire data is displayed as one record, so anyone can easily analyze the data and take their wise decision towards it seamlessly. 

Salesforce in Real Estate – Multiple Problems, One Solution:

From getting in touch with the prospects to the final stage of closing the lead, there are various actions and steps involved. It is extremely important for any type of business to have a well-organized process, identify communication, and establish touchpoints across channels with customers. Moreover, recognize the responsibility and make every individual answerable at each step.

The most essential part is to keep an eye on each step throughout the sales process which can not only help maximize the sales revenue but can also ensure that the organization has the most effective client experience. The Salesforce CRM helps you to connect these multiple dots and bring project management, property management, customer management, inventory management, agent management, quality inspection, and vendor management on to one unified platform.

Agents, brokers, and developers can conveniently track and take care of all clients, their agreements, and concentrate on closing more deals using Salesforce sales automation solution. 

Let’s see how Salesforce can help minimize the pain points that realtors deal with:

Lack of Analytics to Know Potential Customers Better:

Agreed, that the pen and paper mode of analytics and recording is comfortable. But, how suitable is it for your real estate business in the long-term?

Salesforce offers in-built analytics to bring the right data from across millions of data checkpoints to help create a customer persona. Once you know your customers’ needs, you can offer them properties as per their liking and improve your revenue potential.

Fierce Competition and Low Demand:

Low demand in the real estate industry implies that multiple competitors are following one customer and offering competitive prices. The chances of lead conversion are extremely remote.

Salesforce offers a cloud-based storage system, which means your team will be able to carry out operations despite being away from their workstations. Salesforce will encourage prompt response and quick actions, which would eventually lead to enhanced customer experience.

Absence of Streamlined Communication:

The advent of multiple communication channels has, in turn, increased the complexity. Emails, phone calls, WhatsApp, and multiple chats and calling modules are all used to communicate internally as well as with leads and customers.

Salesforce can unify this communication to a single point, which means your team and you are on the same page regarding the follow up of any particular client or lead. Better team collaboration means increased productivity and efficiency.

In a nutshell, Salesforce is a single solution to the above-mentioned pain points and more.

CEPTES is Your Partner in Endeavours:

At CEPTES, we devise custom and ready-to-deploy Salesforce solutions for your real estate business. Our rich experience in delivering excellent Salesforce solutions to real estate businesses helps us dive deep into the problem and offer a precise solution. 

Salesforce isn’t business for us; it is the way of life. Our team constantly works towards evolving Salesforce solutions to be able to offer seamless integration with any real estate business process. We do not believe in the traditional client-vendor relationship; we believe in partnership and mutual growth.

Real estate, Solution

How to be a smarter real-estate business owner by streamlining your sales cycle?

Technology has transformed several industries. Today we see barely any industry left that is not leveraging the power of cutting-edge technologies in order to make multiple processes streamlined and sell smarter. Real estate which is being considered as a traditionally unorganized sector, is one such niche that has been a little slower to adopt new trends. But, that era has shifted. Next-gen realtors are using various technologies to reach their customers, drive a high level of personalized engagement, and close deals faster. 

As much as you’d love to get more customers and grow your business, doing so is not always seamless. Optimizing automation to streamline the sales process is one of the reasons for this, but planning & implementing it efficiently, has always been a challenge. In order to help realtors seamlessly manage various workflows and experience a 360-degree view of each of their customers to nurture new business opportunities, we have introduced a comprehensive real-estate automation suite. 

As a Salesforce Silver Consulting Partner, our offered real-estate automation suite built on the top of the world’s #1 CRM platform Salesforce will help next-gen realtors, real estate agents, brokerage firms spend less time on complicated processes and more time growing business portfolios by selling smarter. 

With our real-estate automation tool, every lead gets automatically funneled ensuring zero lead leakage & secures intelligent sales recommendations with a complete 360-degree customer view. 15+ in-built striking features will help real-estate business owners reimagine their sales strategies. 

Intelligent Lead Management: Capture leads from multiple sources and automatically route them to different sales agents based on their availability, segment, location, etc. The intuitive application will automatically send emails to the captured leads based on their interest levels. The entire process and lead status can be monitored with a complete customer view. 

Automatic Documentation: Automate the entire manual paperwork related to documentation & billing process starting from document generation to sending. Generate sales & agreements in one click, auto-share documents to the customers for e-signature & integrate billing & accounting processes with the system.

Dashboards & Reporting: Experience a complete view of every business aspect such as properties, customers, partners, sales reports, campaigns, financial reports, etc. from a single dashboard. Generate customized sales reports based on demographics, property types, monthly sales, sales agents to optimize sales processes and generate more leads.

Mobility: Access all the information on the go. Sales agents can get all the information related to customers, property, pricing details, reports, etc. readily available on their mobile devices, all in real-time.

Campaign Management: Automate your entire marketing process & campaigns & manage them from a single place with intelligent features and generate more leads. Predict trends, forecast sales pipeline, and nurture all your leads with highly personalized messaging to make them sales-ready. 

Customizations & Integrations: Customize the way you want. The solution will accommodate all your business needs and make your complex processes streamlined & smooth. Bring in all your other third-party systems (ERP, Accounting, HR, other apps) to a single integrated place by integrating with our offered real-estate automation system. 

Improve your sales processes, achieve greater visibility, reduce significant operational costs & time, enhance productivity, and ensure a comprehensive 360-degree customer view with our dynamic real-estate automation solution. To know more, click here.

Get in touch with us for a demo.