Tracking Real Estate Investment Performance
Through Salesforce, we have implemented integrations and systems that enable us to monitor the income and expenses of every investment portfolio. We can accurately inform every investor of their cap rate and internal rate of return for each portfolio, year, and property.
Investor’s Web Portal
By utilizing Salesforce Experience Cloud, investors can log in to their own portal to track data on their investments and properties, including expenses, income, transactions, and owner draws. This transparency and self-service approach significantly benefits the customers.
Being based in the Miami area has given us the opportunity to collaborate with real estate companies. We are thrilled to have been involved in this sector, as it has allowed us to deliver significant value to our clients and their investors. Here's what we have accomplished for them:
Working with Resma has been a rewarding experience, as we have witnessed the satisfaction of their investors. Implementing Salesforce represented a significant advancement for them, leading to a notable increase in customer satisfaction.
