Top 10 Dreamforce Sessions for Real Estate Professionals

November 14, 2019


In a rapidly changing, competitive Real Estate and Property Management market, speed and organizational transparency are key differentiators.  

The competitive advantage is raising money quicker, advancing through acquisition stages seamlessly, and having a clear insight into communication efforts without the need for internal emails or inefficient catch-up meetings. A huge tool to make that happen is the Salesforce platform; we’re seeing it every day with our Real Estate clients.

The Fortimize team is headed to Dreamforce and we’re excited for all the jammed-packed sessions the conference has to offer. Check out our list of top 10 sessions to benefit Real Estate professionals:

1. How Salesforce Uses 7 Sales Dashboards to Grow and Mature Pipeline
Thursday, November 21, 9:15 AM – 9:35 AM, Marriott Marquis, Golden Gate – Expedition Theater

Salesforce dashboards can help measure where you’ve been, where you are now, and where you’re going. Without them, you’re missing a level of visibility that is critical to understanding trends and performance across your sales org. In this session, get an inside look at seven dashboards used by sales and marketing teams at Salesforce that give them complete visibility to build and mature their business.

2. 7 Ways Financial Services Marketers can Lead Digital Transformation
Tuesday, November 19, 1:00 PM – 1:40 PM, Palace Hotel, Gold Ballroom

The truth is digital transformation is not just the marketing department. In this session, you hear from Lisa Nicholas, President, DBS and her team, how they transformed a financial services organization in less than nine months. We will discuss roadblocks, lessons learned, and suggestions on where you can impact your organization quickly in a highly regulated industry.

3. The New Era of CRM: An Organization’s Return on Investment
Thursday, November 21, 3:30 PM – 4:10 PM, Marriott Marquis, Foothill F

Organizations frequently fail to realize expected benefits and return on their CRM investment. We are entering a new wave of CRM – where we see companies leveraging their CRM investments. Join us as we share leading practices to drive CRM adoption to the end-users and value across an organization.

4. Create Custom Maps in Einstein Analytics
Thursday, November 21, 2:00 PM – 2:40 PM, Moscone West, Room 2007

Fortimize’s Technical Architect, Cory Hammer, is sharing his Einstein Analytics expertise. Take your Einstein Analytics dashboards one step further by adding compelling custom maps to visualize your data. In this session, you will learn how to use polygons and geojson to create geographical maps, heat maps and even color-coded data on images like a floor plan or skyscraper. Leave this session prepared to provide your users with a more creative and visual representation of data.

5. 6 Guiding Principles to Maximize CRM Adoption
Tuesday, November 19, 5:30 PM – 5:50 PM, City View at Metreon, Level 4 – Yellow Brick Road Theater

What can you do to get your team onboard? Join us to learn the Guiding Principles to Maximize CRM Adoption & very specific examples of how to put these principles into action.

6. Create Connected Customer Experiences with Lightning Integration Tools
Tuesday, November 19, 9:30 AM – 9:50 AM, Moscone West, Trailhead Zone Customer 360 Theater

Salesforce understands that every customer expects a seamless and connected experience. Learn how our Lightning integration tools help companies create an experience powered by Salesforce data.

7. Integrations: Real-Time Business Value at Enterprise Scale
Friday, November 22, 11:30 AM – 12:10 PM, Moscone West, Room 2011

Platform Events bring real-time, event-driven architectural patterns to the Salesforce Platform. Learn how these patterns and integration strategies can be used to build more reliable, more robust, and more decoupled enterprise architectures.

8. Top Line Growth? Streamline Costs? Why Not Both? Salesforce Smarter and Faster
Thursday, November 21, 9:00 AM – 9:40 AM, Moscone West, Room 2000

Enterprises today have a multi-fold mandate – deliver compelling customer and employee experiences, business outcomes, cost efficiencies, and innovation to drive competitive advantage. Join us to hear practical insights from our customers on achieving this by smartly navigating the complex enterprise landscape while leveraging the power of the Salesforce platform.

9. Salesforce on Einstein: How We Use AI to Run our Business
Tuesday, November 19, 2:30 PM – 3:10 PM, Moscone West, Room 2006

At Salesforce, we’re passionate about bringing innovative, AI products to our customers to help them in turn sell, service, and market to their own customers more intelligently. What better way to bring these products to the market than to use them ourselves? Join us as we give you an inside look at how our internal teams at Salesforce are using products like Einstein Bots and Einstein Prediction Builder to operate more efficiently, all while creating amazing experiences for our employees and customers.

10. S-Docs & S-Sign: Save Time & Money With Native Salesforce Doc-Gen & E-Signature 
Thursday, November 21, 3:45 PM – 4:05 PM, Moscone West, Coastline Theater

S-Docs and S-Sign are 100% native to the Salesforce platform. Decision-makers will learn why this matters and how it will save their company money, boost employee productivity, and speed up implementation timelines. Developers and administrators will learn how easy it is to build custom solutions and onboard users with these native applications.

Let’s talk Dreamforce! Connect with me here and we can schedule some time to meet up.

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Thought Leadership Paper

Digital Transformation in the Financial Services Industry During COVID by Jim Collins