Speaking twice at Dreamforce · Sept 15-17 →

Real Estate

Regional property team

The first week is in the org, reading what already exists. Named with permission.

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Certified Partner since 2010 · MVP Hall of Fame · 200+ agents in production · UAE and US desks

Before, and the week

What the week looked like.

A regional property team. They are not named here. The week is the one we already publish on the real-estate page: listings, viewings, and a CRM nobody trusted.

Brokers split work across listing services, WhatsApp, and a filing cabinet. Handover between sales and property management dropped the history.

We implement Salesforce around the desk: inquiry, viewing, offer, close. This is not a generic real-estate demo. We will not invent a conversion or yield percentage.

What we will stand behind is operational: one record, follow-up in the org, contracts on the deal. There is no published dollar figure for this work.

What changed

What we will stand behind.

  1. 01Follow-up lives in the org, not a personal inbox.Real Estate
  2. 02Contracts attach to the deal instead of a shared drive.Real Estate
  3. 03The listing the buyer saw matches the record the agent used.Real Estate

The honest no

When we are the wrong partner.

The honest no: if the work is a software factory with a named delivery date, we are the wrong partner.

Ours looks like this

We work in real estate and right now, leads go cold before anyone replies.

Industry
Problem

Brief: Real estate. Leads from portals and WhatsApp. Follow-up has no owner. An agent on a named process. A reviewer on the exceptions.