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.
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.
Custom Development
Our team creates custom objects, workflows, and fields tailored to your CRE operations.
Integration
Seamlessly connect Salesforce with Clik.ai's tools like AutoUW, Appraisal Parser, and InvestAssist, as well as third-party platforms.
User Training
Empower your team with hands-on training and documentation to maximize Salesforce's potential.
Continuous Support
Ongoing support to address technical issues and implement enhancements as your needs evolve.
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
Integration Tools
Powerful integration capabilities for seamless system connectivity
Automation
Advanced automation tools for streamlined workflows
Data Management
Efficient data handling and migration solutions
Analytics
Powerful analytics and visualization capabilities
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.