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Elevate Your CRE Operations with Salesforce Expertise

From deal management to portfolio performance, we provide the resources to optimize workflows, enhance stakeholder interactions, and drive growth.

Salesforce Customization

Our Approach to Salesforce Customization

We understand that no two CRE businesses are the same. That's why we offer tailored Salesforce solutions that align perfectly with your operational goals. Here's how we make it happen:

Needs Assessment

We analyze your current workflows and identify areas for improvement, ensuring Salesforce meets your specific business requirements.

1

Custom Development

Our team creates custom objects, workflows, and fields tailored to your CRE operations.

2

Integration

Seamlessly connect Salesforce with Clik.ai's tools like AutoUW, Appraisal Parser, and InvestAssist, as well as third-party platforms.

3

User Training

Empower your team with hands-on training and documentation to maximize Salesforce's potential.

4

Continuous Support

Ongoing support to address technical issues and implement enhancements as your needs evolve.

5

Our Salesforce Services

Implementation & Configuration

Set up Salesforce from scratch or reconfigure an existing system to align with CRE-specific workflows.

Ensure a smooth Salesforce implementation tailored to your CRE operations, including pipeline tracking, tenant management, and portfolio reporting.

Integration Services

Seamlessly integrate Salesforce with Clik.ai's products like AutoUW, Appraisal Parser, and third-party platforms such as accounting systems and BI tools.

Enable seamless data flow and connectivity with custom integrations that enhance your operational efficiency.

Data Migration

Ensure secure and accurate migration of legacy data into Salesforce.

Migrate existing data with precision, maintaining data integrity and minimizing disruption to your operations.

Workflow Automation

Reduce manual tasks with automation solutions tailored to CRE processes.

Automate repetitive tasks like lease renewals and document tracking, saving time and improving accuracy.

Training & Support

Train your team to maximize Salesforce efficiency and provide ongoing technical support.

Equip your team with the knowledge to leverage Salesforce effectively and resolve issues swiftly with dedicated support.

Technology Stack

Clik.ai leverages the following technologies and tools in Salesforce customization

Salesforce Clouds

Comprehensive suite of Salesforce cloud solutions for CRE operations

Sales CloudService CloudMarketing Cloud

Integration Tools

Powerful integration capabilities for seamless system connectivity

MuleSoftZapierCustom APIs

Automation

Advanced automation tools for streamlined workflows

Salesforce FlowProcess BuilderApex Triggers

Data Management

Efficient data handling and migration solutions

Data LoaderDataloader.io

Analytics

Powerful analytics and visualization capabilities

Tableau CRM (formerly Einstein Analytics)

Flexible Engagement Models

Project-Based Engagement

Ideal for one-time Salesforce implementations or customizations, ensuring a defined scope and timely delivery.

Resource Augmentation

Scale your team with Clik.ai's skilled Salesforce professionals to meet ongoing project needs and ensure flexibility.

Managed Services

Let Clik.ai handle end-to-end Salesforce management, from maintenance and upgrades to support and enhancements.

Let's Transform Your CRE Business Together

Salesforce is more than just a CRM—it's a strategic tool for scaling your CRE operations. With Clik.ai's consulting services, you'll unlock its true potential and achieve measurable results.

Discuss your challenges with our Salesforce consultants.