Salesforce CRM Patform Real Estate

Salesforce_CRM_Patform_Real_Estate

Client:

Client is Ireland-based global commercial, residential, and rural real estate service provider. The company offers a wide range of services from sale, acquisition, and investment advice to valuation, planning, and property management.

Company is in forefront of the Irish Property market for more than 50 years.

Requirement:

Requirement Company data was sorted in silos or stored in Excel files, which made it difficult to share it across departments

Low scalability of the existing platform

No ability to tailor the system the way the company needed and let teams use it in different ways.

Solution Delivered:

AscendixRE CRM helped create a comparable database

Ascendix Search (an app for an advanced Salesforce search) and AscendixRE enabled Advanced Search Options in Salesforce, as well as custom objects & fields like Lease Event, Lease Type, Market Localities, and Rental Values.

Ascendix Search enabled the search of real estate on a map by drawing, for example, a circle to find properties in a radius.

Ascendix Search gave the flexibility to change fields that you search on, put necessary columns quickly, as well to be able to put them into PDF or Excel reports, and format those

With Ascendix Search, Company is now able to save searches and share parameters with other people, put custom pins on properties on a map, and make targeted standard email lists and Excel lists.

Delivered Results:

Searching for real estate units used to take several hours to go through and look through every Excel file. With Ascendix Search, it takes about 10 minutes.

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