Vertex: 8+ years Salesforce expertise, 4.9/5 rating. Trusted advisors for real estate digital transformation.
Let's unlock new growth together.
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
One-Click Attachments
Instantly add the right files
Simple Selection
Speed up response rates
Error-Free & Efficient
No manual mistakes, better productivity
Cirrus 8 Integration Made Simple
Unified Data
Lease, offer, contact info synced
Faster Workflows
No more duplicate admin— cut data entry
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
Dedicated Team
Responsive, knowledgeable CRE support
Proactive Monitoring
Quarterly reviews, guided enablement
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!
Client Needs Met
17 projects delivered in 2024
Weeks to Go-Live
Quick start, rapid wins
Renewal Rate
Clients stay with Vertex
Join leading Perth businesses winning with Vertex!
Your Path to Success with Vertex