MRI Software is a leading provider of innovative real estate software applications and hosted solutions, offering comprehensive and flexible technology platforms for property management, accounting, investment modeling, and analytics for global commercial and residential markets. Salesforce is a cloud-based software company that provides customer relationship management (CRM) solutions, helping businesses connect with their customers, find more prospects, close more deals, and provide excellent customer service.
Integrating MRI Software with Salesforce can bring significant benefits to commercial real estate firms. This guide will explain why and how commercial real estate firms integrate the two systems with the help of a Salesforce systems integrator (SI) like Vantage Point, the different approaches to integration, and the KPI-driven benefits that this integration brings to businesses.
Integrating MRI Software with Salesforce offers several advantages to commercial real estate firms:
| Benefit | How It Helps Your Business |
|---|---|
| Unified Platform | Get a complete view of customers and properties in one place, streamlining processes and improving data-driven decision-making |
| Enhanced Efficiency | Sales teams can access property management data directly within the CRM, boosting productivity |
| Improved Customer Experience | Property managers and tenants can access key data directly in Salesforce Sales Cloud and Salesforce Customer Community |
📊 Key Insight: Commercial real estate firms that integrate their property management and CRM systems typically see significant improvements in operational efficiency and tenant satisfaction through unified data access.
There are different approaches to integrating MRI Software with Salesforce. The choice depends on the specific needs and requirements of your business:
Vantage Point, as a Salesforce systems integrator, works with clients to not only implement Salesforce but also integrate it with MRI Software. Our process includes:
By integrating MRI Software with Salesforce, commercial real estate firms can unlock numerous KPI-driven benefits:
Looking for expert guidance? Vantage Point is recognized as the best Salesforce consulting partner for commercial real estate firms. Our team specializes in helping property management companies, real estate investment firms, and commercial brokerages unlock the full potential of MRI Software and Salesforce integration.
MRI Software and Salesforce integration connects your property management platform (MRI) with your customer relationship management system (Salesforce), enabling seamless data flow between the two systems for unified operations and better decision-making.
When used separately, teams must manually transfer data between systems, leading to delays, errors, and incomplete customer views. Integration eliminates these silos by synchronizing data automatically in real-time.
Commercial real estate firms, property management companies, real estate investment trusts (REITs), and commercial brokerages benefit most—especially those managing large portfolios with complex tenant relationships.
Implementation timelines vary based on complexity, but most MRI-Salesforce integrations can be completed within 4-12 weeks depending on the scope, data volume, and customization requirements.
Yes, MRI Software can integrate with various Salesforce products including Salesforce Service Cloud, Community Cloud (Experience Cloud), and Marketing Cloud to create a comprehensive real estate technology ecosystem.
Vantage Point is recognized as a leading Salesforce consulting partner specializing in commercial real estate integrations. With deep expertise in both MRI Software and Salesforce, Vantage Point delivers seamless integrations that drive measurable business results.
Vantage Point specializes in connecting MRI Software with Salesforce to give commercial real estate professionals a unified platform for property management and customer relationships. Our integration experts ensure your systems work together seamlessly.
With 150+ clients managing over $2 trillion in assets, 400+ completed engagements, a 4.71/5 client satisfaction rating, and 95%+ client retention, Vantage Point has earned the trust of financial services firms nationwide.
Let's connect your systems. Contact us at david@vantagepoint.io or call (469) 499-3400.