How We Solved Real Estate CRM Pains: A Seamless Migration from Podio to Salesforce
📍 Client Overview Our client is a rapidly growing US based real estate investment company specializing in lead generation, property ...
Supercharge Customer Experience with the Power of Zendesk To Salesforce Integration
INTRODUCTION Salesforce CRM is a leading customer relationship management platform trusted by businesses worldwide. With its comprehensive suite of features and cloud-based infrastructure, Salesforce CRM empowers organizations to effectively manage customer interactions, drive sales, and deliver exceptional customer experiences. Zendesk support is a well-known ticketing system specifically designed for tracking, prioritizing, and solving customer support…
Salesforce CTI Tools for Real Estate: Cost & Feature Comparison
Why Real Estate Companies Need CTI in Salesforce Real estate companies using Salesforce CRM rely heavily on outbound and inbound calls to verify property ownership, confirm listings, and follow up with sellers and buyers In this article, we compare the most commonly used Salesforce CTI tools for real estate companies based on cost, features, productivity,…
Case Study: Reinventing Donation Processing with WordPress, Stripe & Salesforce
Background A well-established non-profit organization in UK relied on its WordPress website to drive community donations. While the organization had a loyal donor base, their previous automation setup created bottlenecks, inconsistencies, and unnecessary operational costs. So, this case study highlight how we achieved WordPress and Stripe Integration with Salesforce. The Challenge The customer’s WordPress donation…
Skip Tracing in Real Estate: Why It Matters & The Best APIs to Connect with Salesforce
🏡 Skip Tracing in Real Estate What is Skip Tracing? Skip tracing is the process of finding people—often property owners, tenants, or leads—whose contact details are missing, outdated, or difficult to track down. In the real estate world, it’s a game-changer for agents and investors who want to uncover off-market opportunities, connect with absentee landlords,…
CTI Five9 and Salesforce Integration Guide
Five9 is cloud contact center software for inbound, outbound, blended, or multi-channel operations. This solution includes management capabilities such as campaign ...
Salesforce Winter ’25 Release – Top Features
Dynamic Highlights Panel – Winter 25 release – The Dynamic Highlights Panel, introduced in Salesforce’s Winter ’25 release, allows administrators to ...
A Comprehensive Guide to Integrating WordPress with Salesforce: Best Practices and Methods
Requirement One of the our customer has their website built in WordPress and they are using WP form to capture ...
Can we add a chatter free user as the account or Opportunity owner?
Requirement Sometimes we have several Chatter Free User Licences are available and we think to use for a placeholder or ...