Real estate: from first contact to handover
Developers, builders, property managers and agency networks: your projects last months, involve many stakeholders and are won or lost on follow-up. We connect sales, project management and customer relationship on a single platform.
- Prospect tracking through to signing and handover
- Management of units, programmes and reservations
- Campaigns and buyer nurturing
- Smooth collaboration with partners and contractors
What is at stake in real estate today
Long sales cycles, many stakeholders, demanding buyers: performance depends on the quality of follow-up.
Collaborative project management
Plans, deadlines and resources shared in real time between internal teams, architects and developers.
360° CRM for sales
Tracking from prospect to transaction, buyer scoring and automated offers.
Digital marketing
Targeted campaigns, prospect nurturing with Account Engagement and virtual tours built into the journey.
Workflow automation
Plan approvals, unit management, deadline alerts and integration with your business tools and ERP.
Reporting and forecasting
Sales dashboards, sales forecasts and profitability tracking by programme.
After-sales customer relationship
Snag lists, after-sales service and exchanges with co-owners tracked in one place, through to closure.
Our levers for real estate players
The building blocks we deploy most often for developers, builders and property managers:
A CRM built around your programmes
Sales Cloud tailored to your programmes, units and reservations, and Service Cloud for after-sales and snag management.
Explore our CRM offer MarketingBetter-supported buyers
Account Engagement and Marketing Cloud to nurture your prospects throughout a long decision cycle.
Explore our Marketing offer DataA clear view of the portfolio
Tableau and Data 360 dashboards to track sales, margins and forecasts by programme.
Explore our Data offer AI & AgentforceAI that supports your teams
Agentforce to qualify incoming requests, prepare appointments and answer buyers’ common questions.
Explore our AI offerReal estate players who trust us
A Salesforce project in real estate?
Sales, programme management or after-sales: a consultant who knows the sector will get back to you.