Make Salesforce Work for Your Real Estate or Construction Business

Simplus has successfully configured hundreds of instances of Salesforce for its real estate and construction clients, and has the experts on hand to make Salesforce work for you.

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Simplus Makes Salesforce Feel Like Home for Real Estate

The right data is key to running a successful real estate or construction business. It’s more critical than ever to have a system in place to properly manage contacts and accounts, track leads, maintain relationships, manage projects, close sales and much more.

Leveraging Real Estate Data and Relationships with Salesforce and Simplus

Real estate clients are either about to make a major investment, or looking to maximize their profits from their sale. They are interested in the numbers, and they’re going to want an agent that has access to the right data. At the same time, clients want someone they can trust, and emotion plays a big role in the decision making process in real estate. Agents need to establish or maintain a professional working relationship with their leads, current clients, and former clients to ensure clients are listening to their advice while acting in customers’ best interests.

Salesforce offers the best solution to manage both data and relationships — and Simplus knows how to best configure to optimize real estate management. Simplus customizes Salesforce for real estate professionals to combine positive client relationships with valuable data, resulting in a successful real estate experience for everyone involved.

Leveraging Real Estate Data
Simplus Configure Salesforce for Real Estate

How Does Simplus Configure Salesforce for Real Estate?

Salesforce allows real estate agents to collect, organize, and access property and client data easily, and consolidate multiple data sources and systems through a single, unifying platform.

Simplus ensures that Salesforce is configured for real estate agents to track leads, clients, and former clients. Data associated with clients, such as contact information, history, preferences, notes, etc., is stored and attached to each individual buyer. This makes it easy for agents to obtain client-specific information at a moment’s notice, and to tailor to the unique needs of every customer.

How Does Simplus Configure Salesforce for Real Estate?

Salesforce allows real estate agents to collect, organize, and access property and client data easily, and consolidate multiple data sources and systems through a single, unifying platform.

Simplus ensures that Salesforce is configured for real estate agents to track leads, clients, and former clients. Data associated with clients, such as contact information, history, preferences, notes, etc., is stored and attached to each individual buyer. This makes it easy for agents to obtain client-specific information at a moment’s notice, and to tailor to the unique needs of every customer.

Simplus Configure Salesforce for Real Estate

How Simplus Creates A Solid Foundation In Construction

Productivity is a significant challenge in the construction industry. And what we know to be true is that productivity has a strong correlation to profit. In an industry where projects are getting more complex, maintaining a high level of productivity is critical for success.

Simplus ensures it’s construction clients get the most out of Salesforce by honing in on the following –

Centralize Data

Get access to one centralized place for managing all relationship data, including current and past projects, bids, clients, suppliers, subcontractors, and partners.

Accelerate Productivity from Bid to Project Completion

Manage and track active and past projects efficiently by keeping information out of email silos, reducing paperwork, and optimizing project schedules and budgets.

Improve Visibility and Analytics

Generate real-time project reports, create forecasts, assess profitability, and more — all from the same platform.

Scale With Ease

Simplus can easily configure Salesforce to meet your specific business needs as it evolves and grows. This may also include key integrations that work seamlessly with other systems you already have in place.

Simplus ensures a successful digital transformation for every construction client. We help enable efficient on-site collaboration and integrate back-office data with our Salesforce integrations.

Digital Transformation for Construction
Digital Transformation for Construction

Simplus ensures a successful digital transformation for every construction client. We help enable efficient on-site collaboration and integrate back-office data with our Salesforce integrations.