How Salesforce Builds Lasting Relationships in the Real Estate Industry
Whether you know your current process isn’t working or you want to grow with an evolving industry, Abstrakt Cloud Solutions is the perfect solution for you.
Real estate sales techniques are steeped in tradition. As in any industry, many people are hesitant to break away from their familiar ways. They especially drag their heels at the idea of introducing advanced technology into the mix.
However, research indicates that the most successful real estate agents are taking advantage of customer relationship management (CRM) and lead management tool sets to enhance their business. Improved customer experiences and simplified processes are significant reasons for that.
Using a cloud-based CRM helps you track and nurture leads in the most efficient way possible. As a real estate agent, you have a lot of responsibilities to balance. The last thing you want is your clients feeling like they don’t have your full attention.
As they face what is likely the largest investment of their lives, you want clients to feel that they are your top priority. Salesforce CRM technology for real estate makes it easier than ever to deliver that experience.
Salesforce allows for easy automation. You can set up your CRM to automatically fill out standard paperwork that usually takes a significant amount of time. The CRM can also find and retrieve important data and file documents. In a paperwork-intensive business like real estate, reliable automation is essential. Also, the accessibility of information makes team collaboration much easier.
Salesforce improves customer service as well. Utilizing a CRM builds stronger relationships by automating reminders, contacting clients, and tracking important dates. Having information on your clients at your fingertips builds trust while saving time.
When you think of your own experiences as a customer, aren’t you always most satisfied when a business responds to you in a timely manner? When you implement Salesforce, you have access to all the information you need regardless of your location. No more hunting for files or being dependent on physical copies in the office.
The idea of being able to respond to every client at any moment is nice but impractical. Whether you’re on vacation or handling a family issue, a CRM allows you to set up a personalized, automated message to let your client know when they can expect to hear from you. Responses are much easier to tailor than a standard out-of-office reply.
A CRM allows you to sort data in many different ways. In a hot real estate market, it can be a challenge for those actively looking to find homes. If you have potential buyers with specific requirements, you can sort properties and pass that information on to home buyers efficiently.
Success in real estate depends on leads, and those leads can come from anywhere. Using Salesforce gives you a centralized database that is easy to manage. Salesforce integrates with many systems, including popular software for agents, such as MLS, RETS, and IDX. Using a CRM designed for real estate agents and personalized to your specific needs makes the process as easy as conducting a search.
Given the amount of personal information collected by real estate agents, protecting that data is essential. Salesforce’s cloud-based system for managing data includes multiple layers of security, including data encryption, authentication protocols, and user privileges.
Nurturing long-term relationships is a crucial element of being a real estate agent. You want your clients to remember you and seek you out when they are ready to sell or buy again. But how do you maintain that connection? For many homeowners, there are several years between transactions.
A CRM system allows you to segment your database and send out periodic messages to check in with clients. An email letting them know now is the perfect time to sell or a list of available houses in areas they were previously interested in may be just what they need to start the sales cycle.
Using a CRM makes this process as streamlined and simplified as possible. With minimal time and effort, you can stay in touch with your client base and be the first person they think of when the time comes to buy or sell a home. You can even set reminders to send a follow-up email to see how your clients are enjoying their house years into the future.
Even clients who have no plans of moving are a rich source of leads. You want clients to remember you not only when they are making real estate decisions, but also when their acquaintances are in the market to buy or sell. Hearing a personal recommendation is often all it takes to send a prospect your way.
Whether you consider yourself tech savvy or technologically challenged, Abstrakt Cloud Solutions provides the most straightforward user experience. Its simple implementation process makes it easy to learn and simple to add clients.
You can use as many or as few features as you want as you become familiar with the software. As you’re learning how to use essential tools, you always have an expert available to help guide you through the process.
While convenience is an important factor in choosing a cloud-based system, there are other advantages as well. Your cloud provider handles maintenance costs, lowering your operating costs while keeping your system up to date.
Real estate sales aren’t the only transactions that benefit from Salesforce. The rental market is growing, and managing rentals is a time-consuming process. Using Salesforce to build a management system saves time and money.
We understand that you can’t go offline while transitioning to the Salesforce Real Estate Management system. Designed to be easy to use and with quick onboarding, we have your system up and your training completed without inconveniencing you or your tenants.
Many users feel that the improved communication brought by Salesforce is the most significant benefit of our CRM. Real estate management software makes communicating with your clients a breeze. With built-in client portals, it’s easy for tenants to get up-to-date information, pay their bills, alert you to maintenance issues, and connect with other tenants.
Your tenants aren’t limited in their communication when using Salesforce. The software offers multiple communication channels, including email, live chat, or phone call. Streamlining communications benefits everyone involved.
Behind the scenes, analytics make it easier than ever to manage your rental properties. Salesforce’s built-in analytic tools allow you to gain insight from your data. From there, you’ll notice shifts in the rental market, expense creep, and other information that affects your bottom line.
With the various expenses related to property management, it can be a challenge to understand your true costs. With in-depth analytics tools, a thorough investigation is just a few clicks away. This enables you to determine if your properties are priced properly by comparing them to similar properties. You can also set alerts for upcoming expenses to properly plan and budget for them.
One of the benefits of using a CRM for managing tenants is the ability to save time by automating processes. You can build emails, make connections, and delegate much of the management of your properties by using artificial intelligence tools in Salesforce.
Whether you are an agent or a property manager, the ability to store and access data, communicate easily, and pinpoint trends is an important part of your job. Salesforce does more than simplify your processes—it makes them more efficient and secure. This translates to unmatched customer experiences and lifelong partners.