Does anyone use Salesforce.com as their CRM?

Question

we're a real estate investment company... looking into Salesforce.com as our CRM. I'd like feedback from anyone using it on successes and more so, any downfalls to using it. Your feedback is greatly appreciated!

Llewelyn A. · Answer

@Barbra B.

@Mitch Messer

I concur with Mitch!

I'm actually not only a Real Estate Investor and Broker, I am a Salesforce Developer and have customized Salesforce for the specific way I do business.

It is extremely customize-able, expandable and has a lot to offer if you were to develop your expertise in the platform.

It's really not just a CRM. There are so many things you can do with it.

There is a reason why Salesforce is the Leading CRM in the industry. It's incredible once you know how to use it.

There are certain very large Brokerage firms that also are using Salesforce. It's certainly working for them.

The one thing I will say is that its a platform that will be incredibly good for your company if you have an Enterprise wide company, with multiple clients, multiple branches, even multiple Countries.

The downfall is that while you can use Salesforce out of the box, it will take quite a bit of time to become an expert and to customize it to your business. HOWEVER, that can be solved by hiring the right Salesforce Admin and train one of your employees if you only need one temporarily.

I'm curious, Mitch, did your company hire Salesforce Consultants initially or did your company learn to use it and developed the expertise internally?

Mitch Messer · Answer

Hi @Barbra B. and welcome to BiggerPockets!

Yes, we've been using Salesforce.com as our company CRM for over a decade, and we're very pleased with it.

Our previous platform provider had gone out of business, leaving us stranded.

Our reason for choosing Salesforce back then is just as relevant today: We wanted to build on a platform that had staying power and a large ecosystem of users, developers, and service providers backing it.

Mitch Messer · Answer

@Llewelyn A. Back then we built a customized system using their Force.com platform. Today I'd probably just choose one of the many great real estate solutions from their AppExchange, making minor mods (or hiring Consultants to do so) as necessary.

Does anyone use Salesforce.com as their CRM?

Most Popular Reply