Integrate Yardi, an industry-leading software that specializes in property management and accounting solutions for the real estate industry, and Salesforce, a robust customer relationships management platform that pours tons of benefits into any kind of business process.
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Unify Yardi and Salesforce and witness the improved operational efficiency and productivity in all your sales processes. Handle the full lifecycle of the lease and manage your property in one place with this integration. Also gain a 360-degree view of everything - your property, prospects, tenants, and more in one place.
Get rid of manual data entry and switch to a more robust platform that has a user-friendly interface. Perform calculations, analysis, and reports on several key performance metrics, such as leasing agent response time, occupancy and revenue for investments, retention rates, etc.
Integrating Yardi and Salesforce provides a 360-degree view of your customers, prospects, and current portfolio. This allows you to track and manage your properties, people, and performance data in one place.
Integrating the two systems enables efficient automation of manual tasks related to property management. Not only does this promote savings in terms of time and money, but it also increases accuracy for all parties involved.
Yardi and Salesforce integration consolidates business data in a way that facilitates better decision-making, leading to improved customer service. Its unified view of the data manifests itself in its powerful analytics insights – all designed to help your organization unlock more value from every transaction, support case, and lead.
Yardi and Salesforce are key players in automation processes. The integration of these tools can help you optimize your workflow, freeing up valuable time to focus on more vital tasks. It leads to improved productivity levels and streamlined processes.
The Yardi and Salesforce integration provides improved data security by incorporating Salesforce's multiple security features. These ensure that your valuable data is protected from any malicious attempts to access it without authorization.
Integrating Yardi and Salesforce can improve compliance by providing a more complete and accurate picture of a company's financials. This can help managers spot trends and issues sooner, and make better decisions about how to allocate resources. Additionally, it can help auditors and other financial regulators to understand a company's financial health more easily.
Over the past decade, we have gained extensive experience utilizing Yardi Core and Yardi Elevate. Our expertise includes successfully implementing real-time integrations between Yardi and a range of financial accounting, reporting systems, as well as other Enterprise applications such as Leasing and REIT business systems. As a result of these integrations, we have significantly reduced manual work by an impressive 95%, leading to substantial time savings and eliminating the occurrence of errors.
CRM customization and continuous improvement of the Sales processes.
Exceptional system and functional knowledge of REIT and Capital Markets.
Extensively worked on standard real estate and custom proprietary metrics.
Skilled in Forecasting and Market data.
Experienced in Yardi Core, and Yardi Elevate; Lease Analysis and Approval, Capital Deployment.
Forecast for Revenue with the following - Leasing / Market Profile/ Market Unit Rates / Area.