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Salesforce Consulting for Real Estate Investors
Salesforce CRM can be overwhelming when the business is dealing with multiple systems for RAW leads, Skip tracing, call centers, direct mailing, SMS, CTI, document & contracts, disposition management and other external web integrations needed for a business to run all the automation seamlessly.
CloudSharks is helping REI to not only harness the real power of the #1 CRM platform Salesforce but also guide business to better utilize the external systems that provides the right data and intelligence an REI needs to successfully buy, hold and sell.
Salesforce Consulting for Real Estate Investors
Salesforce CRM can be overwhelming when the business is dealing with multiple systems for RAW leads, Skip tracing, call centers, direct mailing, SMS, CTI, document & contracts, disposition management and other external web integrations you need to run all the automation seamlessly.
CloudSharks is helping REI to not only harness the real power of the #1 CRM platform Salesforce but also guide business to better utilize the external systems that provides the right data and intelligence an REI needs to successfully buy, hold and sell.
Salesforce Consulting for
Real Estate Investors
Salesforce CRM can be overwhelming when the business is dealing with multiple systems for RAW leads, Skip tracing, call centers, direct mailing, SMS, CTI, document/contracts, disposition management and other external web integrations you need to run all the automation seamlessly.
CloudSharks is helping REl to not only harness the real power of the #1 CRM platform Salesforce but also guide business to better utilize the external systems that provides the right data and intelligence an REl needs to successfully buy, hold and sell.
CloudSharks Expertise
Salesforce Consulting
Leads automation
Opportunity management
SMS, telephony automation
Direct Mail integration
User data management
Events and calendars
Dashboard
Salesforce Advance Consulting
Custom disposition process
Realtor, listing web integration
Call tools/launch control
Investor lift/ TwnSqr configuration
Attom Data integration
Skip tracing /Data scrubbing
Training and help desk
Onboarding
Salesforce processes
Functionality and UI demo
Train the Admin
Documentation
Salesforce Development
Architecting
Implementation
Designing, coding, and implementing
Troubleshooting and fixing bugs
third part app support and development
Custom App development
Middleware support and development.
Data Management
Leads automation
Opportunity management
SMS, telephony automation
Direct Mail integration
User data management
Events and calendars
Dashboard
Integration
- Custom disposition process
- Realtor, listing web integration
- Call tools/launch control
- Investor lift/ TwnSqr configuration
- Attom Data integration
- Skip tracing /Data scrubbing
Traning
Leads automation
Opportunity management
SMS, telephony automation
Direct Mail integration
User data management
Events and calendars
Dashboard
Traning
Leads automation
Opportunity management
SMS, telephony automation
Direct Mail integration
User data management
Events and calendars
Dashboard
Data Management
- Data scrubbing
- Skip tracing data clean up
- Custom data management portal
Integration
- Call tools, launch control, Deal Machine
- Readymode, Callrail, web to lead
-Website integration
Traning
Salesforce processes
-basic admin and data management on Salesforce
-Custom configuration documentation and demo videos
-CRM processing map and configuration
Consulting
-Lead management Automation
-User management
-Integrations
-Dashboard and KPI
- Smrt phone, 360SMS, Dailpad, Ring Central, call tracking metrics
-Docusign, twnsquare