Salesforce for Commercial Real Estate

Salesforce for Commercial Real Estate

Industry:
Real Estate

Technology Used:

  • Salesforce CRM Platform
  • AscendixRE CRM
  • Ascendix Search

Client:

A leading Irish commercial, residential, and rural real estate service provider with over 50 years of experience in the market.

Requirement:

    The client faced challenges with

  • Data Silos:Information scattered across Excel files, hindering collaboration and data sharing across departments.
  • Limited Scalability:Existing platform lacked the ability to adapt and grow with the company's needs.
  • Customization Constraints:Inability to tailor the system to specific workflows and team requirements.

Solution Delivered:

TechWize implemented a comprehensive solution leveraging the Salesforce platform and AscendixRE applications

  • AscendixRE CRM:Established a centralized platform for managing real estate data, creating a unified and comparable database.
  • Ascendix Search:Integrated Ascendix Search, a powerful Salesforce search app, enabling
  • Advanced Search Options:Customized search functionalities with specific fields like Lease Event, Lease Type, Market Localities, and Rental Values.
  • Geospatial Search:Search for properties within a defined radius using a map-based interface.
  • Flexible Search Customization:Ability to modify search fields, display desired columns, and generate reports in PDF or Excel formats.
  • Collaboration Tools:Share saved searches, custom pins, and targeted email lists with team members.

Results:

The client was able to get the following results –

The implemented solution significantly improved data management and search capabilities

  • Reduced Search Time:Searching for real estate units went from hours spent combing through Excel files to a mere 10 minutes with Ascendix Search.
  • Enhanced Collaboration:Sharing search parameters, pins, and reports facilitated efficient team communication and information exchange.
  • Increased Efficiency:Streamlined search functionalities and data access led to quicker decision-making and improved operational efficiency.

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