Small shop just got Salesforce and I'm in charge of setting it up. It's pretty daunting. Is there and "easy button" to configure it for real estate ?
[{"id": "e5wss37", "text": "We have it and have been using it for the last. Not going to lie, it is pretty difficult to get the hang of. There a bunch of steps needed just to create a deal that you're working on to track. I still have trouble putting things in, but they have done a good job updating it to be more in line with how we do our business. They said they should be having more additions in the coming months. ", "replies": [{"id": "e5wtrns", "text": "Did you hire someone to set it up or are you using what they gave you out of the box ?", "replies": [], "depth": 2}], "depth": 1}, {"id": "e5x0170", "text": "We had a few training sessions from them, not sure if it comes with purchasing the software or not ", "replies": [{"id": "e5x4jh6", "text": "I doubt they would provide that for me since it's only 1 membership but I suppose I could try ?", "replies": [{"id": "e5ymb79", "text": "They did a video conference with us and shared their screen so we could see how to make reports and revenue projections. It is cool once you get it going but it definitely takes some dedication.", "replies": [], "depth": 3}, {"id": "e6q54u8", "text": "If you are a one to a few people, I would suggest looking at alternative RE CRM systems like Copper.  Salesforce is just too difficult to use and costly to manage.", "replies": [], "depth": 3}], "depth": 2}], "depth": 1}, {"id": "e5y6yza", "text": "How are you planning on using Salesforce? What is the use case?", "replies": [], "depth": 1}]