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 […]
Exciting Salesforce Updates for March: Quick Hits for Spring 24’ Release!
Spring is the season for exciting updates to the Salesforce platform. These feature improvements and new enhancements are typically rolled out without the need for additional configuration. Let’s take a look at the high-level overview of each product. Experience Cloud: New features in this release include configuring search results layouts with Search Manager to setting […]
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 […]
The Power of Service Cloud Voice: Revolutionizing Customer Service in Banking
The CRM of choice for Banks and Credit Unions is Salesforce Financial Services Cloud. FSC enables Banks and Credit Unions to capture customer interactions, manage sales pipelines, and elevate their customer service experience. One integration, in particular, Service Cloud Voice (SCV), elevates FSC’s capabilities and helps organizations retain and grow Share of Wallet (SOW). Let’s […]
Navigating the Insurance Data Challenge: Aggregation, Standardization, and Maximization
In an era where data is hailed as the new oil, insurance companies find themselves grappling with the challenges of aggregating, homogenizing, and leveraging vast amounts of data. This struggle has significant repercussions, not only on their operational efficiency but also on their ability to innovate and grow. Insurers, particularly small to mid-sized carriers, have […]
Elevating Customer Experience with Einstein Bots
In the ever-evolving realm of customer service, Einstein Bots stand as the vanguards of innovation, ready to revolutionize and elevate the customer experience. Powered by the genius of Artificial Intelligence (AI), these bots are not just tools; they are the architects of a customer-centric paradigm, bringing a myriad of benefits to both customers and businesses […]
Data Cloud: Adoption Roadmap
Enabling Data Cloud in 6 Steps In our previous blog post titled “Why Data Cloud?,” we offered insights into this Salesforce product, dispelled common misconceptions, and highlighted its benefits for financial services organizations. Now, we’re excited to assist you in navigating its full potential through a comprehensive 6-step Data Cloud enablement plan. Step 1: Identify […]
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 […]
