Sprint Reviews: The Key to Successful Salesforce Implementations
Implementing Salesforce can set your organization up for success or create new challenges, such as poor user adoption, increased technical debt, and inefficient workflows. To proactively mitigate these challenges, you should work with an experienced consulting partner who can deliver agile sprint reviews as part of their development methodology. Sprint reviews, held at the end […]
Flexible and Affordable Salesforce Support for Financial Services
As your financial services organization grows, efficient Salesforce and Data & Analytics advisory solutions become crucial for success. Keeping up with rapid technological advancements can be challenging and requires strategic adjustments to stay competitive. While Salesforce offers the flexibility to adapt and customize your operations to meet evolving demands, having skilled consultants to support the […]
Integrating Salesforce Data Cloud and Snowflake
Salesforce Data Cloud has been generating significant buzz, particularly with the introduction of a free tier for customers using the Enterprise and Unlimited editions. As Data Cloud evolves, many organizations are asking: how does it compare to data warehouse solutions like Snowflake, and why should we consider integrating Salesforce Data Cloud with Snowflake? Let’s explore […]
MuleSoft’s API-led Connectivity Architecture Enables Robust Integrations
For companies exploring MuleSoft as an enterprise integration platform, you may have encountered the term API-led Connectivity. Within the MuleSoft ecosystem, an API-led approach is recognized as a robust, scalable best practice for building large-scale enterprise integrations. This approach serves as an alternative to the fragile point-to-point connections between systems that are prone to breaking […]
ERP and Salesforce Integrations: MuleSoft Unifies Real Estate Data
The single biggest driver for delivering real estate technology projects on time and within budget hinges on one key element: seamless integration with enterprise resource planning (ERP) software. As real estate organizations aspire to deliver digital and user-centric experiences, scalable ERP and Salesforce integrations become an imperative, not a luxury. Why You Should Integrate Your […]
Fortimize’s Deal Management Accelerator – Built for Deal Makers Managing Pipeline & Data through Salesforce
Fortimize’s Deal Management Accelerator on Salesforce is a pre-built solution for deal makers and their teams to manage pipeline data, deadlines, and tasks. The solution is built by former Real Estate executives to cater to firms in need of clean and visible data, cross-department collaboration, and a quick, frictionless implementation. In the crowded space of […]
The Benefits of Salesforce Field Service for Real Estate
In the busy world of real estate management, efficiency is key. From unit turnovers to maintenance requests, staying on top of property management tasks can be overwhelming. This is where Salesforce Field Service comes in, offering a comprehensive solution to streamline workflows and enhance operational effectiveness. Unit Turnover Managing unit inspections during turnover periods is […]
Streamlining Real Estate Operations: The Fortimize Solution for Salesforce-MRI Integration
In our extensive experience working on real estate technology transformations, it is clear that data flow between Salesforce and the ERP is a significant challenge. The deal teams want to live as a sales tool, the finance teams want to live in their ERP, and both rely on customer and financial data that sits in […]
Delivering Power(ful) BI Data Solutions for Real Estate Companies
Data Solutions, like life, remind us that the journey is more important than the destination. While most technology initiatives typically start with designing a user experience and work backward to the solution, integrated data solutions in real estate are more akin to how one thinks about life, emphasizing the journey rather than fixating on a […]
Fortimize Implements Simple Solutions to Solve Real Estate’s Data Problems
Information silos and disconnected operations have led to an over reliance on spreadsheets in Real Estate. We believe there is a better way. Real Estate has relied on manual data aggregation and tribal knowledge for decades to make decisions and report results. Why is that a problem? Real Estate firms are being asked to do […]
