Create a unified view of real estate data for sales, operations, and accounting teams.
Real estate ERP systems like Yardi were primarily designed for accounting and financials, not customer relationship management workflow and reporting. In our newest real estate whitepaper, we discuss the benefits of an ERP and Salesforce integration and highlight the challenges, solutions, and considerations with three integration approaches: extract, transform, and load (ETL), point-to-point, and robotic process automation (RPA).
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