The ultimate guide to successful Salesforce implementation for real estate businesses

June 28, 2023
By Scott Sillari

Are you a real estate agent or broker looking to get the most out of Salesforce in your business? If so, then you're in the right place. Implementing Salesforce in your business can improve many areas of operations and help you increase efficiency and productivity.

However, it's important to be aware of common pitfalls that may arise during implementation to avoid costly mistakes that could derail its success. In this blog post, we'll detail some of the most common errors that occur during salesforce implementations for real estate businesses and provide tips on how best to avoid them with Gary from Robochimp technology.

About Gary and Robochimp technology

Gary is the founder of Robochimp Technology, a team of expert Salesforce developers, admins and consultants based in Orange County and San Diego. Their specialty lies in their quality work and reasonable prices as compared to the large consultancies. Prior to starting Robochimp, he served as CTO for an insurance agency where they decided to go with Salesforce due to its ability to customize a CRM at a reduced cost. That’s when he fell in love with Salesforce due to it being more like a toolbox than a CRM which handles user permissions, security, updates etc without having to lean on developers.

How customizable is Salesforce in having buyer and seller engagement

Salesforce enables powerful customization that can benefit home buyers and sellers. It allows for customers to have portals that they can log into to check the status of their process, such as a home purchase or insurance policy. To get the most out of Salesforce, it is important to focus on what objectives you are trying to accomplish.

How can Salesforce help real estate teams

Salesforce is a powerful solution for improving the buyer and seller experience in the real estate space, as it can unify different systems into one source of truth. Its API layer enables the integration of all these disparate systems, which helps facilitate automation processes that make tasks more efficient. The technology layer under Salesforce also helps set up automated responses and meeting requests with clients for better communication.

What is the difference of using salesforce and other CRMs

Salesforce provides users with the ability to collect and customize data over time. Clients can use this data to track referral business and revenue in real-time. The platform is highly customizable, allowing users to tailor their day-to-day workflows.

What makes a successful Salesforce implementation

Planning is the key part of a successful implementation in a CRM system. He mentioned. To ensure user adoption, it's important to involve stakeholders, departments and users in the process of improving their CRM experience. It's beneficial to limit what views each role has access to so that they are not caught up in data that's not relevant to their day-to-day workflows.

Quality data is essential for making decisions and automating processes, which makes life easier for users.

How to avoid common Salesforce pitfalls

The "pitfalls to look out for" when implementing a highly customizable system include not planning well, poor user adoption, and over complexity. To have good results and quick ROI, there needs to be someone on the team willing to think through these things and break them down into smaller parts. User adoption can be driven by making changes based on feedback and building the system in a way that is easier for users.

Gary’s Recommendations

Gary said it’s best to find a trustworthy implementation partner, such as RoboChimp, for licensing and project guidance. A good implementation partner will be able to provide weekly updates, communicate effectively, and break down complex concepts into conversational pieces. They will provide support to help prioritize projects and identify any potential holes in your business. Contact Gary via email at and check out robochimp here:


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