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

Customer Testimonial

Talk to our expert to know more about REI CRM technology