Prior to Propertybase Snell Real Estate used a generic Salesforce.com CRM application which didn’t fully satisfy their needs. When they found Propertybase, it was a perfect fit.
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We now have the best of both worlds. Salesforce.com’s leading edge technology platform combined with the best CRM solution for Real Estate we have come across!
– Gregory Filardi, Vice President Sales, Snell Real Estate
At a glance
- Company: Snell Real Estate
- Business: Brokerage
- Location: Los Cabos
- Website: www.snellrealestate.com
- Use Case: Replacing the generic Salesforce.com CRM application with a Real Estate specific solution that supports all typical business processes of a brokerage.
Company
Snell Real Estate is the largest independent real estate brokerage in Baja California, Mexico, specializing in the finest properties available in Los Cabos. They represent more than 90 percent of the available high-end market in Los Cabos and more than 70 percent of the available residential oceanfront properties currently on the market. Their team of realtors and professionals continue to propel Snell Real Estate to its position as the top-selling, high-end brokerage in Los Cabos, with over $1 billion in sales closed since the company’s inception.
Challenges
Snell Real Estate was ahead of the curve in regards to technology as they had been using Salesforce.com for 6 years prior to discovering Propertybase. Although they were very big fans of the platform and the technology that Salesforce.com had to offer, they were constantly tweaking the workflows within it to fit the needs of their real estate business. Salesforce.com is a generic CRM and is not customized for a particular industry such as real estate. Snell Real Estate had to use Salesforce.com with way too many workarounds to try and make it work but never really having their processes under control.
Solution
When they found Propertybase, it was a perfect fit. Propertybase was built from the ground up for the real estate industry on the same technology platform as Salesforce.com. This meant they could keep what they loved and eliminate the need for their many workarounds, increasing their efficiency and allowing them to run the business with the exact objects they needed prebuilt into Propertybase. Propertybase enables Snell Real Estate to do everything the way it should be done for a real estate business such as planning showings, tracking listings, managing offers, contracts, and everything in-between… without any workarounds!
