How to Integrate SharpLaunch with Salesforce

While Salesforce is a powerful CRM, it’s not specifically designed for the unique needs of the commercial real estate industry. This is where SharpLaunch comes in. As a specialized CRE marketing platform, SharpLaunch fills the gaps in Salesforce’s functionality, providing the tools and features that CRE professionals need.

By integrating SharpLaunch with Salesforce, you can create a comprehensive system that addresses the specific challenges of CRE marketing and sales. This combination of Salesforce and a dedicated CRE platform offers unparalleled efficiency and effectiveness for your operations. Let’s explore how this integration works and the benefits it brings to your business.

Key benefits of SharpLaunch-Salesforce integration

• Native or Enterprise integrations: Choose the integration level that fits your needs, whether you’re a small team or a large corporation.
• 24/7 opportunity generation: Generate opportunities around the clock directly from your property websites.
• Comprehensive lead tracking: Capture and track all lead activity, giving you insights into potential clients’ interests and behaviors.
• Automated data synchronization: Send contacts’ records and activities automatically to Salesforce, ensuring your CRM is always up-to-date.
• Secure more deals: Capture, identify, and nurture your best leads so you never miss an opportunity.

How it works

This seamless integration with Salesforce, allows organizations to efficiently share valuable CRM data between the two platforms, ensuring that leads generated through SharpLaunch property sites automatically create corresponding contact records in Salesforce, maintaining consistency and reducing time-consuming admin tasks.

When enabled, the integration captures and transfers crucial lead information. This includes essential details such as the lead’s name, company, email address, telephone numbers and the URL of the property page they visited.

To prevent data redundancy, the integration incorporates a duplicate prevention feature. If a lead signs up for multiple properties in SharpLaunch, the system ensures that only one record is created in Salesforce, avoiding unnecessary duplication.

Users can easily enable the Salesforce integration through two different paths in the SharpLaunch platform, making it a super simple process.

Salesforce integration options for CRE firms

We recognize the critical importance of seamless integrations in the CRE industry. We understand that you can’t afford to risk downtime or data loss, especially when it comes to valuable leads and property information. That’s why we’ve developed a range of native Salesforce integration options, each designed to cater to the unique requirements of CRE firms, regardless of their size or complexity.

1. Basic Integration: Streamlined lead sync

Our Basic Integration package provides a simple solution for real-time lead synchronization, making it easier for businesses to manage their leads efficiently. Key benefits include:

• Seamless capture of lead information from SharpLaunch to Salesforce
• Capture of essential contact details such as:
  • Name
  • Email address
  • Phone number
• Elimination of manual data entry, saving time and reducing errors
• Ideal for streamlining lead management without disrupting existing workflows

2. Premium Integration: Comprehensive contact management

For businesses in need of a more advanced solution, our Premium Integration elevates lead management with a comprehensive approach. Key features include:

• Import of lead data from multiple sources, such as:
  • Document portals
  • Property site contact forms
• Provides a 360-degree view of prospects
• Incorporates valuable data beyond basic contact information, including:
  • Tracking of CA execution
  • Document download history
  • Email engagement history
  • Specific property pages that captured the lead’s interest
• Enables more informed and targeted follow-ups, allowing your team to engage prospects based on their demonstrated interests and activities.

3. Enterprise Integration: Customized for your needs

Our Enterprise Integration represents the pinnacle of our expertise, providing a fully tailored solution to meet your specific needs. Key features include:

• Fully customizable to align with your unique business processes and requirement
• Facilitates bi-directional data flow between SharpLaunch and Salesforce, ensuring both systems remain in sync
• Incorporates all the advanced features of our Premium Integration
• Adds flexibility to adapt to your business’ distinct workflow

By offering these diverse integration options, we ensure that CRE firms of all sizes can leverage the power of SharpLaunch and Salesforce to optimize their operations and drive growth. Whether you’re a small team looking for basic synchronization or a large brokerage needing a fully customized solution, SharpLaunch has the right integration for your team.

Discover your ideal integration solution

Ready to take the first step towards optimizing your CRE operations? Reach out to discover which SharpLaunch and Salesforce integration is the perfect match for your business.