TermSheet Announces New Integration with Salesforce

A new integration enhances real estate professionals’ technology stack

January 13, 2023 – TermSheet, a flexible deal data platform for real estate professionals, today announced a partnership with Salesforce. Salesforce is a leading industry company that provides the best cloud-based software designed to help businesses find more prospects, close more deals, and increase customer satisfaction.

Many of Termsheet’s customers have invested heavily in implementing Salesforce’s CRM across their organizations. Through this new integration, common clients of TermSheet and Salesforce can connect their TermSheet accounts directly to their Salesforce instance and map every field and custom object to ensure an ubiquitous flow of data. Additionally, enterprise IT groups can finally give their real estate deal teams the best-in-class tools and solutions that are purpose built for them, all while leaving their core technology infrastructure intact. Because TermSheet is real estate/CRE-specific, TermSheet can help ease the integration of Salesforce software for clients to get things up and running more efficiently.

“For far too long, CRE software solutions have tried to displace legacy technology solutions like Salesforce,” says Sahil Rattan, COO of TermSheet. “Here at TermSheet, our goal is to work within the confines of your existing tech stack, and plug any gaps you may have. We’re particularly excited about the Salesforce integration as it allows TermSheet customers to evaluate all of the products and solutions they have at their disposal, and to choose which specific ones make the most sense for their business.”

About TermSheet

TermSheet is a cloud-based platform that enables real estate teams to automate and organize routine work and unlock their proprietary database. Teams can execute deals more efficiently through seamless collaboration, streamlined workflows, and a centralized database.Teams can easily analyze, visualize, and act on any data with automatically synthesized information once trapped in different files. Learn more here.

About Salesforce

Salesforce’s complete suite of products unites client sales, service, marketing, commerce, and IT teams with a single, shared view of customer information. This means clients can seamlessly grow relationships with customers and employees alike. Whether a business uses a single Salesforce Customer 360 app or a combination of many, its team is guaranteed to work better together and more efficiently. Learn more here.