Outsourced CRM onboarding
One dedicated specialist migrates your records, configures your pipelines and trains every user at a fixed rate.
See the onboarding serviceMove from Salesforce to a native commercial property CRM.
If you have been building custom objects and complex workflows to track properties in Salesforce, rePrecinct offers an opinionated, pre-built commercial data model.
OPINIONATED CRE WORKFLOW
Accounts
Leads
Opportunities
Custom Objects
Companies
Contacts
Properties
Requirements
Transactions
Pre-built CRE structure vs constant configuration.
Salesforce is a powerful platform, but maintaining the property-centric relationships required for commercial agency work often requires ongoing development. rePrecinct makes these relationships the default.
Salesforce SOURCErePrecinct TARGET
AccountsCompanies
ContactsContacts
Custom property objectsProperty records
OpportunitiesCampaigns / Transactions
Mapping depends on how your Salesforce instance has been customised.
Rebuild the workflow around commercial property.
REVIEW
MAP
MIGRATE
VALIDATE
The move finishes with onboarding and training. A rePrecinct specialist can run that for you.
Bring structured requirements out of notes and custom fields.
BEFORE: UNSTRUCTURED DATA
Salesforce requirements are usually custom objects or fields on Leads.
AFTER: STRUCTURED ATTRIBUTES
PROPERTY TYPENative attribute
AREA REQUIREMENTStructured field
PRECINCT MATCHAutomated
STATUSCRM standard
Salesforce to rePrecinct Migration FAQ
A rePrecinct specialist runs your Salesforce onboarding.
Onboarding is where a move succeeds. One dedicated specialist maps the data, builds the workflow and trains your team, so agents work in rePrecinct from day one.
- Your data mapped, cleaned and validated against the commercial workflow.
- Your team trained by role, so agents work confidently in week one.
- Campaigns, requirements and reporting live before go live day.
See what your Salesforce setup would look like in rePrecinct.
Bring one example contact, property and live requirement to the demo.
