Salesforce brings an all-encompassing vision for digital transformation, creating a seamless layer of engagement between you and your clients. Here at Open Box we know that transformation is a journey, not a destination - and we're dedicated to taking the journey together. As a certified Salesforce Consulting Partner, our combination of deep Salesforce skills and extensive Real Estate experience is uniquely positioned to help you realize the true value of the platform.
We help you define your requirements and understand what you need from Salesforce, envisioning a future state that makes best use of the platform's existing features and future roadmap.
Salesforce is built to be customized and extended – using clicks, flows and code there's almost nothing that it can't do. As you bring the platform into the heart of your business, we’ll make sure it works for you.
We help bring your vision to reality, at any scale. Whether you’re implementing Salesforce as your first CRM, replacing an existing solution, or digitizing a new business process, we can design and deliver to your needs.
A platform this important to your business deserves quality support. We’ll help your users when they’re stuck, tackle customizations and enhancements and even help you keep on top of new features and releases.
• Centralize your listings
• Track Leads & Opportunities
• Schedule viewings
• Integrate credit checks
• Full lease history in one place
• Build a tenant experience without additional software or systems
• Post news and events
• Offer tenant self-service
• Integrate to billing and invoicing
• Integrate to work orders
• Use Salesforce to view lease details, billing history, contact history, cases and work orders at a glance when contacting your tenants
• Create one source of truth for tenant contact details and history
• Integrate with lease abstraction applications and services
• Add digital signatures
• Transfer signed lease details through to your ERP for billing
• Automate critical dates calendar
• Create broker accounts
• Create deal workflows
• Publish listings and availability
• Automate commissions and vouchers
• Speed up deal conversion rate
• Raise and track work orders without additional systems
• Co-ordinate with facilities management and vendors
• Integrate to ERP for invoicing
• Surface on your tenant portal
With over 20 years’ experience in PropTech solutions, we understand how Salesforce interacts with Real Estate systems and their data. This makes us uniquely skilled at migrating to and integrating with Salesforce.
Our Salesforce team is led by an 18x certified Salesforce technical architect with 14 years’ experience in the platform. Our deep experience and passion guides the team to deliver the very best service to our clients.
Our Salesforce team are part of the Open Box family and can call on a diverse range of skills and experience within our Custom and Enterprise teams to solve even the trickiest problems.
We pride ourselves on never designing or delivering a solution we’re not happy to support. With our full-service solution, we act as your partner in your Salesforce journey - with you every step of the way.