Integrating MRI Software with Salesforce for Commercial Real Estate Firms

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, on the other hand, 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 blog post will discuss why and how commercial real estate firms integrate the two systems with the help of a Salesforce systems integrator (SI) like Vantage Point Consulting, the different approaches to integration, and the KPI-driven benefits that this integration brings to businesses.

Integration Benefits

Integrating MRI Software with Salesforce offers several advantages to commercial real estate firms:

1. Unified platform: By integrating the two systems, businesses can have a complete view of their customers and properties in one platform, streamlining processes and improving data-driven decision-making.
2. Enhanced efficiency: Integrating MRI Software with Salesforce allows sales teams to access property management data directly within the CRM, boosting efficiency and productivity.
3. Improved customer experience: Integrating the two systems can lead to better customer experiences, as property managers and tenants can access key data directly in Salesforce Sales Cloud and Salesforce Customer Community.

Integration Approaches

There are different approaches to integrating MRI Software with Salesforce, and the choice depends on the specific needs and requirements of the business. Some common integration approaches include:

1. Custom integration: Developing a custom integration solution tailored to the specific needs of the business, ensuring seamless data flow between MRI Software and Salesforce.
2. Managed integration platform as a service (iPaaS): Using a managed iPaaS solution like Exelement SyncCloud to integrate Salesforce with MRI Software, providing a fast, secure, and accurate integration without the need to host or manage any code or integration apps.
3. Partner ecosystem: Leveraging the partner ecosystem of both MRI Software and Salesforce to find pre-built integrations or third-party solutions that can help with the integration process.

Vantage Point Consulting's Process

Vantage Point Consulting, a Salesforce systems integrator, works with clients to not only implement Salesforce but also integrate it with MRI Software. Their process includes:

1. Advisory: Providing expert advice on the best integration approach based on the client's specific needs and requirements.
2. Implementation: Implementing the chosen integration solution, ensuring seamless data flow between MRI Software and Salesforce.
3. Optimization: Continuously monitoring and optimizing the integration to ensure maximum efficiency and effectiveness.
4. Managed Services: Offering ongoing support and maintenance for the integration, ensuring it remains up-to-date and functional.

By integrating MRI Software with Salesforce, commercial real estate firms can unlock numerous KPI-driven benefits, such as improved efficiency, better customer experiences, and more informed decision-making. With the help of a Salesforce systems integrator like Vantage Point Consulting, businesses can successfully integrate the two systems and reap the rewards of a unified platform for their real estate operations.