Agent or Brokerage using Salesforce?

Question

Hey Everyone!

I am looking for agents, investors, or brokerages using Salesforce as their CRM.

I wanted to ask some questions about your experience and utilization of the product.

I am happy to help create a custom flow or other small Salesforce improvement in return.

DM if you are interested!

Justin Buswell · Answer

Salesforce is the most powerful and adaptable CRM on the market.  It can do anything.  That said in the vanilla form it's not very useful.  So if you are a 50 Agent plus Real Estate Office I think it's the way to go - so long as you budget for both implementation, governance and upkeep.  If you are a 10 or less group there are cheaper and easier beasts to manage.  There are some CRMs that are purpose build for REI and wholesale.  I'd go there.  Also if you are a techy you can spin up sugar on AWS for free.  The costs there are time and expertise but for someone like me that would be an option.

Vinny Patel · Answer

I'd love to hear other's opinion on this as well.  I'm thinking of getting SFDC also (though I know it's such a monster of a CRM for merely wholesaling), which is what I'll be doing shortly.   That said, I'm not expecting many to chime in here as it's not usually the go-to CRM for those in real estate