Hi everyone, I’m a tenant rep broker and was wondering what CRM other brokers have been using? I just started with Salesforce and it’s a lot to set up, but seems powerful with it’s a of automation options. Any suggestions to leverage Salesforce?
Thank you in advance for anyone that’s commented.
[{"id": "j1huhkx", "text": "Are you developing your Salesforce instance yourself, or a third party?", "replies": [{"id": "j27vec4", "text": "I\u2019d prefer doing it myself unless I can find a free third party or a monthly membership to one. I found Ascendix to be great based on their demo video and have requested a free trial. Shoot me any recommendations. Thanks in advance.", "replies": [{"id": "j28nrfh", "text": "That\u2019s kind of the rub with Salesforce, having it developed is an additional expense. Make sure you have their financial services cloud, the data model and features it comes with are built in part for the lending industry.\n\nIf you understand relational databasing and have some experience with object oriented languages you could get pretty far by yourself. Salesforce also offers a decent curriculum you can use to learn the platform. If you\u2019re going to use a third party, make sure they give you an in-depth breakdown of what they\u2019ll be doing, and don\u2019t do everything at once. As you use it you\u2019ll figure out there\u2019s things you thought you needed but didn\u2019t, and things you need but didn\u2019t think of.", "replies": [], "depth": 3}], "depth": 2}], "depth": 1}, {"id": "j1nab5k", "text": "As a fellow tenant rep broker, if your FIRST CRM is Salesforce, I'd definitely recommend trying another CRM first. The reason I say that is because you will have to completely reprogram Salesforce to fit a CRE mold. But if you've never used a CRE based CRM, how would you know how to program Salesforce?\n\nBuildout, AscendixRE, Clientlook are the three popular ones in CRE. Buildout is a CRM on the Salesforce platform but programmed to be CRE focused. Clientlook is another one I've used and I've had good experiences with.\n\nI personally started with Buildout and switched over to Salesforce after a few years. I was able to fully capture Salesforce capabilities, apps, etc by making this switch.", "replies": [{"id": "j27vtlp", "text": "Thanks a lot for your response. I have in fact never used a CRM other than an auto sales one which is far more simple than a CRE one. \nI have seen Ascendix demo video to be like s great option. Do you remember what the membership for the CRMs you\u2019ve used? \nDid you just copy/paste/upload/download etc when  you say capture Salesforce capabilities etc when switching from buildout? Or did you build your entire Salesforce from scratch yourself? Thanks in advance for your response.", "replies": [{"id": "j28d0vo", "text": "When I switched brokerages I also switched CRMs, from Buildout to Salesforce. I took screenshots of a lot of objects but, for the most part, I re-did Salesforce from scratch. It was a bitch of a process but I also made it work better than Buildout. \n\nI'm not too familiar with Ascendix but I've heard good things about it.", "replies": [], "depth": 3}], "depth": 2}], "depth": 1}]