Your Path to Success with Vertex
Vertex: 8+ years Salesforce expertise, 4.9/5 rating. Trusted advisors for real estate digital transformation.
Let's unlock new growth together.
AE
by Alex Edward
Understanding Your Commercial Real Estate Challenges
Unified Lead Management
Track all properties in one place
- Reduce missed leads
- Centralize agent efforts
Flexible Mobile Tools
Empower agents on the move
- Email templates on any device
- Access critical data anywhere
Professional Communications
Automate client touchpoints
- Consistent, branded outreach
- Reduce manual errors
Why Vertex?
Trusted Salesforce Partner
Certified Experts
20+ Salesforce certifications
Proven Results
90%+ client retention, 4.9/5 satisfaction
Custom Solutions
Tailored for your CRE business, transparent process
Seamless Multi-Shop Lead Management
Centralised Dashboard
Track every lead for all shops and properties
Mulitple Shops per lead
Link multiple potential shops of interest to leads
Lead-to-Close Growth
Automate email and task follow ups to reduce sales cycles and improve close rates
Automated Email Attachments: Professional, Effortless
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1
One-Click Attachments
Instantly add the right files
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Simple Selection
Speed up response rates
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Error-Free & Efficient
No manual mistakes, better productivity
Cirrus 8 Integration Made Simple
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Unified Data
Lease, offer, contact info synced
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Faster Workflows
No more duplicate admin— cut data entry
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Smarter Reporting
Accurate, real-time insights
Salesforce for you Made Simple
Your journey with Vertex unfolds in three strategic phases:
Phase 1: Quick Wins
Timeline: Approx 8 - 10 Weeks
Sales Cloud enhancements and Account Engagement setup deliver immediate value for your team
Phase 2: Powerful Connections
Timeline: TBD
Seamless Cirrus 8 integration with Conga document improvements
Phase 3: Continuous Growth
Timeline: Ongoing
Ongoing support ensures your CRE operations keep evolving and improving after implementation
Ongoing Support: We’ve Got Your Back
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Dedicated Team
Responsive, knowledgeable CRE support
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Proactive Monitoring
Quarterly reviews, guided enablement
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High Satisfaction
90% renewal rate, happy clients
How Vertex Delivers Your Roadmap to a successful Go-Live
Discovery
Understand needs, set goals
Collaborative Planning
Demos, gather user feedback
Fast Deployment
Go-live in as little as 3 weeks
Ready to Transform?
Get started Today!
100%
Client Needs Met
17 projects delivered in 2024
3+
Weeks to Go-Live
Quick start, rapid wins
90%
Renewal Rate
Clients stay with Vertex
Join leading Perth businesses winning with Vertex!