Using Salesforce Effectively in a Real Estate Agency

  • Salesforce was originally designed by ex-Oracle employees who understood how a CRM needed to work for Enterprise Software sales. That DNA is the key to understanding how Salesforce organizes its record structure out-of-the-box.

    B2B software does not have the same workflow nor participants as a real estate agency. To configure Salesforce for a real estate agency, a Salesforce admin needs to think through the listing process and people that are involved in the sourcing, executing and closing a listing.

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