Thought Leadership | Mortgage | How To & Education
What is Salesforce?
Salesforce is easily the largest CRM and sales management tool in the world today. It boasts nearly 150,000 customers and 19.5% of the world’s CRM market share.
Founded in 1999, Salesforce has expanded to provide a suite of products aimed at providing a complete 360º view of the customer experience, covering areas like sales, marketing, customer support, customer success, learning, and more.
Salesforce is a comprehensive customer relationship management solution for sales teams. It allows you to completely manage your internal sales processes while customizing and organizing your CRM.
But there is one thing that Salesforce is missing — leads. As with most CRMs, Salesforce doesn’t come pre-loaded with high-quality real estate or home services leads ready for you to call or email. Like most CRMs, you need to find those leads first and fill it up yourself. That’s where PropertyRadar comes in.
Containing data for millions of properties and property owners, all your future customers are waiting for you in PropertyRadar. With an industry leading 200+ filtering criteria, building and segmenting mailing lists of your primary, secondary, and even tertiary customer profiles is easy. Now it’s a just a matter of importing your high-quality leads from PropertyRadar into Salesforce.
And that’s just beginning. With the PropertyRadar and Salesforce integration, you’re taking Salesforce to the next level.
Benefits of Integrating PropertyRadar with Salesforce
Buying mailing lists from 3rd parties frequently leads to frustration and disappointment. Too often the data behind those lists is outdated and inaccurate. Buying lists built with bad data ends up wasting your time, money, and hurting your productivity.
PropertyRadar’s data is clean, refined, enhanced, easy to use, and actionable.
Moreover, when you buy a mailing list from 3rd parties, you often have to pay more for those additional lists. You’ll find no such restrictions with PropertyRadar.
Build Unlimited Mailing Lists For All Your Customer Profiles
You surely have more than one ideal customer profile. With PropertyRadar, you can build as many lists as you need to represent all your ideal customer profiles and feed them directly into Salesforce. And with 200+ criteria and millions of properties & property owners to build lists from, well, you do the math.
With so much data at your fingertips, it’s easy to get a little overwhelmed at first. Many people aren’t sure where to start. That’s why we created Quick Lists.
Quick Lists are pre-built mailing lists with specific criteria already built in. They make getting started easy. For example, out of the gate, you can immediately generate geo-targeted lists that are perfect for:
- Real Estate Investors
- Real Estate Agents (Realtors®)
- Home Services Businesses
- Mortgage Professionals
And that’s just the beginning. Once you are familiar with and understand how to mix and match criteria to refine your lists, you’ll find new ways to discover markets that would be thrilled to hear about your offer.
Mailing Lists with Comprehensive Insights
Connecting with prospects on your mailing list is where the rubber meets the road. In order to craft compelling messaging that grabs your prospects attention, you need to understand their wants, needs, and desires.
That’s why with each list you create you get deep insights into the list profile. You’ll better understand the commonalities of a list for both the property and property owners. Simply click Insights on your list:
After you click Insights, you’ll see obvious and not-so-obvious insights and knowledge about properties and property owners that you simply can’t get anywhere else.
Within Owner Insights, you get a snapshot overview of your list as well as a visual representation of the following owner details:
- Snapshot (overview) of Property Owners making up list
- Owner Type
- Education Level
- Marital Status
Within Property Insights, you get a snapshot overview of your list as well as a visual representation of the following property details:
- Snapshot (overview) of Properties making up list
- Property type
- Owner occupied
- Transaction volume per month
- Estimated equity
- Assessed value
- Estimated tax rate
Between the criteria you select to build your lists and the deep insights you get for every list you’ll have more information and data about your audience that you could never find using the industry’s typical ‘flat-file’ approach.
With this new powerful data at the ready, writing tailored cold calling scripts, craft compelling marketing messaging for mailers, and designing eye-catching personalized creative assets will be easier than ever.
Autofill Salesforce with High-Quality Leads
Imagine logging into Salesforce and seeing you have new, high-quality leads waiting for you to reach out. Seem like a dream? It’s not. Integrate PropertyRadar with Salesforce and that’s exactly what you can expect.
That’s because PropertyRadar’s dynamic mailing list can update themselves with new leads when prospects match criteria you set for a list.
There are hundreds of thousands of life events occurring every day. PropertyRadar processes those daily events, aka – data, and delivers them to our customers, giving them faster access to new data every day.
The end result is the ability to alert you quickly to the best new opportunities, and to automate actions against those opportunities for you. No one else in the industry offers anything close to this capability.
PropertyRadar makes keeping Salesforce continually and persistently full with new, high-quality leads possible.
Salesforce Integration with PropertyRadar Use Cases
Use Case #1: Home Services
For high-ticket home services business, your ability to zero in on your target market defines your ability to grow. PropertyRadar completely re-shapes how you go about prospecting and sales, acting like a boost of adrenaline to your sales processes.
There are certain traits that make some homes a better prospect than others when it comes to home services. For instance, a recently purchased home might be a good leading indicator of someone in need of your services. Prospects in higher income areas may provide larger opportunities. Or perhaps, homeowners with lots of equity may be more likely to invest in home updates or upgrades.
Examples of criteria you might select to zero in on your ideal prospects for your home services business include:
- New homeowner (purchased in last 30 days)
- 50%+ equity
- 2,500+ square feet
- No HVAC system
- Includes pool
- Large lot
If your business is HVAC, you’re targeting homeowners of properties without HVAC systems. First step is identifying homes without HVAC systems. In this case, we’ll navigate to Criteria> Property > Characteristics and select HVAC where we can then select ‘Yes’ or ‘No’ to whether a property has a heating, ventilation, or air conditioning system.
Using the ZIP code of95035 for Milpitas, CA, we discover 1,997 homes in this ZIP code that do not have an HVAC system and might be receptive to installing one. Add additional criteria like 40% or more equity and now your chances of selling your services just improved.
Conversely, you can identify homes that do have HVAC systems and would likely be open to your maintenance and repair services. The possibilities are endless.
Use Case #2: Real Estate Agents
For real estate agents, a consistent flow of new leads into your Salesforce systems is critical for connecting with new clients and helping them find the property they’ve been searching for. But keeping your Salesforce CRM filled with new leads is a full-time job, and buying third-party lists can, well, you know.
As a professional real estate agent, you’ll be interested in criteria, like:
- Specific geographic areas
- Just listed properties
- Just sold properties
- Absentee owners
- Free & clear owners
- Cash buyers
Using PropertyRadar’s Quick Lists, real estate agents can quickly generate prospect lists to get off to a fast start. It’s not a magic ‘Easy Button’, but if you’re a motivated professional with a message that converts, tapping into PropertyRadar could be like striking gold.
Here’s an example. Using the PropertyRadar polygon drawing tool, select a specific market to target, isolating specific neighborhoods you want to farm.
With hyper-targeted prospect lists, keeping Salesforce filled with high-quality leads for you and your sales reps to follow-up on and close more deals is more possible than ever.
Use Case #3: Real Estate Investors
Whether you invest in commercial or residential properties, the PropertyRadar and Salesforce integration is an invaluable tool to help you identify more opportunities in your target area.
Some example criteria that you could select, includes:
- Property value or equity
- Absentee owners
- Vacant properties
- Estimated return on investment (for property owners)
- Mortgage status
- A Recent change in ownership
- Death of joint tenant
Let’s say you are a professional real estate investor and absentee owners happen to be one of your target audiences. Here’s an example of what that would look like for you with the added criteria:
- Location – Washington, US
- Absentee owner – lives in a different county than the property
- Age – 60y/o+
- Equity – 40%+
- 2,000+ sqft
PropertyRadar generates a list of all of the properties that meet your specifications for being a good investment opportunity.
Using PropertyRadar and Salesforce integration ensures not only that you are targeting the right prospects, but also engaging with them in the most effective way. The automation and process streamlining offered by Salesforce make it ideal for sales teams, while PropertyRadar ensures that Salesforce is always ready to go with new leads.
How to Integrate Salesforce with PropertyRadar using Zapier
Zapier makes setting up your PropertyRadar and Salesforce integration easy. That said, if it’s your first time setting up a marketing automation workflow, be sure to set aside some time to learn how it works and its handy filtering and formatting features.
Before you begin connecting integrations, we recommend you create a workflow chart to help you understand how the data is shared between the two platforms. Here is an example of a workflow chart that you might see for PropertyRadar and Salesforce integration:
You can always make changes to your connections if you want. Nothing is set in stone.
A simple workflow diagram like this helps you visualize the communication that needs to take place between the two platforms. Thereby giving you a clear picture of where you need to make the data connections. A little upfront planning makes the setup process much easier.
Automating the boring, time consuming tasks of the marketing process, freeing you up to close in on higher-quality leads is a game changer. In a year, maybe even months, you will save hundreds of hours (and who knows how much money) on prospecting and lead generation with the PropertyRadar and Salesforce integration.
Conclusion - New Salesforce Integration with PropertyRadar is a Perfect Match
Salesforce is the industry standard when it comes to sales team performance and CRM software. By integrating Salesforce with PropertyRadar, you can automate prospecting and ensure that your sales team always has a full list of high-quality prospects to begin connecting with, helping them to close more deals.