Salesforce is a powerful platform for managing relationships, tracking progress, and creating automated workflows—all essential aspects of running an efficient business. For many organizations, integrating Salesforce with Yardi.com can take their operations to the next level by providing better visibility into data, greater convenience for users, and automation capabilities for streamlining processes.

What is Yardi?

Yardi is a software system designed to help companies manage their real estate investments, including assets and properties. It offers integrated asset management tools such as tenant accounting, budgeting, debt collection, and leasing capabilities all in one place. By integrating this system with Salesforce, businesses can easily manage their real estate investments while leveraging the power of Salesforce to track progress and create automated workflows.

How Does the Integration Work?

Integrating Salesforce with Yardi involves connecting your existing Salesforce instance with your Yardi database. This allows you to sync data between systems in both directions (e.g., adding new leads from Yardi into Salesforce or updating existing asset details in Yardi). The integration also unlocks advanced features like Yardi’s customizable reporting tool that provides insights into key metrics such as vacancy rate or number of late-paying tenants in each building.

Solution Options

There are several options available for integrating Salesforce with Yardi depending on your specific needs:

• Professional Services: You can hire a professional developer to build a custom integration between your existing instances of Salesforce and Yardi using APIs or web services. This is usually the most expensive option but it offers the added benefit of being tailored to meet your unique requirements.
• Pre-built Solutions: There are several pre-built solutions available that allow you to quickly set up an integration between your systems without needing development expertise or deep technical know-how; however they may not have all the features you need so make sure to do research beforehand to ensure it meets your needs.
• AppExchange Packages: If you’re looking for something more affordable than professional services but still offers some customization capabilities, then AppExchange packages could be right for you. These packages offer basic integration capabilities but may not have all the features available in pre-built solutions or custom integrations developed by professionals.

Summary

Regardless of which option you choose, integrating Salesforce with Yardi will provide numerous benefits such as improved user experience and streamlined operations due to better visibility into data and automated workflow processes.. With the right solution in place, businesses can leverage the power of both platforms together for maximum efficiency and productivity.

Vantage Point Consulting Contact Information

David Cockrum, Founder/CEO  
david@vantagepoint.io
469-499-3400
www.vantagepoint.io