{"id":74836,"date":"2024-02-07T05:00:00","date_gmt":"2024-02-07T13:00:00","guid":{"rendered":"https:\/\/www.salesforce.com\/?p=74836"},"modified":"2025-03-27T10:45:15","modified_gmt":"2025-03-27T17:45:15","slug":"crexi-ai-platform","status":"publish","type":"post","link":"https:\/\/www.salesforce.com\/news\/stories\/crexi-ai-platform\/","title":{"rendered":"Real Estate Platform CREXi Boosts Sales Rep Productivity with Salesforce&#8217;s Einstein 1 Platform"},"content":{"rendered":"\n<p><em>Editor\u2019s note: Einstein 1 Platform is now the Salesforce Platform. For the latest, go <\/em><a href=\"https:\/\/www.salesforce.com\/platform\/\"><em>here<\/em><\/a><em>.<\/em><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p>The Commercial Real Estate Exchange, Inc., known as <a href=\"https:\/\/www.crexi.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">CREXi<\/a>, is a marketplace and technology platform where brokers, buyers, and tenants lease, buy, and sell commercial real estate. Today, CREXi is using Salesforce\u2019s <a href=\"https:\/\/www.salesforce.com\/products\/platform\/?d=cta-body-promo-8\" target=\"_blank\" rel=\"noreferrer noopener\">Einstein 1 Platform<\/a> to save time on administrative tasks and be more productive where it counts: building relationships with customers to grow revenue.&nbsp;<\/p>\n\n\n\n<p><strong>The impact: <\/strong>In real estate, deals are made by meaningfully engaging with prospective buyers and sellers. Activities like drafting client emails, summarizing call notes, and conducting market research on comps are important to the sales process, but not the best use of a salesperson\u2019s time. And, in today\u2019s market, it\u2019s more important than ever for agents to be able to make connections with potential and existing clients \u2014 especially as the commercial real estate market <a href=\"https:\/\/www.cbre.com\/insights\/books\/us-real-estate-market-outlook-2024?utm_source=Google&amp;utm_medium=CPC&amp;utm_campaign=conversion_unitedstates_07-06-2023_cre_Google_Search-Generic_Commercial%20Real%20Estate_CC&amp;utm_term=commercial%20real%20estate%20research&amp;utm_content=GoogleRSA-p&amp;gad_source=1&amp;gclid=CjwKCAiAzc2tBhA6EiwArv-i6QILvYX5LxgtWR_CS716msMxwo49HTnDBVjA1UF6SWLeN63pl52orBoCJ5YQAvD_BwE\" target=\"_blank\" rel=\"noreferrer noopener\">is projected<\/a> to pick up in the second half of 2024.&nbsp;<\/p>\n\n\n\n<aside class=\"contextual-driver has-text-align-left contextual-driver--einstein\">\n\t<header class=\"tidbit-header\">\n\t\t<h2 class=\"tidbit-head\">\n\t\t\tCrexi saves its sales reps 5 hours a day with Salesforce.\t\t<\/h2>\n\t<\/header>\n\t<div class=\"tidbit-body\">\n\t\t<p><\/p>\t<\/div>\n\t\t\t<p class=\"tidbit-link label\">\n\t\t\t<a class=\"label has-right-arrow has-right-arrow--small\" href=\"https:\/\/www.salesforce.com\/customer-stories\/crexi-reduces-admin-tasks-sales-ai\/\" target=\"_blank\">\n\t\t\t\t<span>Read the full customer case study<\/span>\n\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 14 10\">\n\t<path d=\"M13.92 5.38a1 1 0 000-.76.9.9 0 00-.17-.26.25.25 0 000-.07l-4-4a1 1 0 00-1.46 1.42L10.59 4H1.07a1 1 0 000 2h9.52l-2.3 2.29a1 1 0 000 1.42 1 1 0 001.42 0l4-4a.25.25 0 000-.07.9.9 0 00.21-.26z\" \/>\n<\/svg>\n\t\t\t<\/a>\n\t\t<\/p>\n\t\t\t\t<img class=\"tidbit img-einstein\"\n\t\tsrcset=\"\n\t\t\thttps:\/\/www.salesforce.com\/news\/wp-content\/themes\/newsroom\/assets\/images\/article-tidbit-einstein-large@0.5x.png 84w,\n\t\t\thttps:\/\/www.salesforce.com\/news\/wp-content\/themes\/newsroom\/assets\/images\/article-tidbit-einstein-large@1x.png 168w,\n\t\t\thttps:\/\/www.salesforce.com\/news\/wp-content\/themes\/newsroom\/assets\/images\/article-tidbit-einstein-large@2x.png 336w\n\t\t\"\n\t\tsrc=\"https:\/\/www.salesforce.com\/news\/wp-content\/themes\/newsroom\/assets\/images\/article-tidbit-einstein-large@1x.png\"\n\t\talt=\"Illustration of einstein\"\n\t\tsizes=\"(min-width:1024px) 175px, 130px\"\n\t>\n\t<\/aside>\n\n\n\n\n<p><strong>Dive deeper: <\/strong>CREXi found that getting to the critical stage of a potential deal, like a negotiation with a client, was taking significant lead-up time due to reps getting bogged down by monotonous tasks. The company turned to Salesforce to optimize its processes, and using <a href=\"https:\/\/www.salesforce.com\/products\/sales-cloud\/?d=cta-body-promo-8\" target=\"_blank\" rel=\"noreferrer noopener\">sales automation<\/a> and AI tools built natively into the Einstein 1 Platform, helped sales reps \u200csave up to five hours a day by automating administrative tasks. Now, CREXi sales reps are able to focus 80% of their day on building relationships with customers.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.salesforce.com\/products\/ai-for-sales\/?d=cta-body-promo-8\" target=\"_blank\" rel=\"noreferrer noopener\">Einstein 1 Sales<\/a> is helping CREXi\u2019s inside sales team move faster. Leaning into <a href=\"https:\/\/www.salesforce.com\/news\/stories\/what-is-generative-ai\/\" target=\"_blank\" rel=\"noreferrer noopener\">generative AI<\/a> technology has cut down on writer\u2019s block and time spent drafting outreach emails, so sales reps can focus on the conversation the customer wants to have. Einstein 1 Sales produces intelligence and insights based on historical data like contact, account, and business history so the team can identify patterns and close more deals. The company is democratizing this data across the team so everyone on the sales team can learn from one another and help close more deals.&nbsp;<\/li>\n\n\n\n<li>Salesforce\u2019s generative AI capabilities act as an assistant to produce call summaries that are consistent across the team. Concise, structured recaps identify key takeaways and action items to increase efficiency.&nbsp;<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Einstein Puts Time on Crexi\u2019s Side | Salesforce\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/Y8lcsC6M7vM?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p><strong>CREXi perspective: <\/strong>\u201cSalesforce\u2019s generative AI capabilities make the day-to-day easier for our sales teams by automating monotonous tasks and saving them time. You\u2019re always going to need a person to have that relationship and build that rapport with the customer, and by leveraging AI, our sales team can focus their energy on their most impactful work.\u201d<strong> \u2013 Cory Benz, Revenue Operations Manager<\/strong><\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>By leveraging AI, our sales team can focus their energy on their most impactful work. This is exactly the tool we need to scale our business.<\/p>\n<cite><strong>Cory Benz, Revenue Operations Manager, CREXi<\/strong><\/cite><\/blockquote>\n\n\n\n<p><strong>Salesforce perspective: <\/strong>\u201cEstablishing a strong data foundation can unlock AI for all sales teams. CREXi is leading the way in combining AI with data, boosting seller productivity and supporting the company\u2019s growth. With Salesforce&#8217;s AI features integrated into their CRM, CREXi is helping teams automate sales tasks, strengthen relationships, and ultimately guide sellers to close.\u201d <strong>\u2013 Ketan Karkhanis, EVP and GM of Sales Cloud<\/strong><\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-learn-more\"><strong>Learn more:<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Read the full <a href=\"https:\/\/www.salesforce.com\/customer-stories\/crexi-reduces-admin-tasks-sales-ai\/?d=cta-body-promo-8\" target=\"_blank\" rel=\"noreferrer noopener\">CREXi customer case study<\/a><\/li>\n\n\n\n<li>Learn about the future of business with Data + AI + CRM + Trust <a href=\"https:\/\/www.salesforce.com\/news\/ai-data-crm-media-resource\/\" target=\"_blank\" rel=\"noreferrer noopener\">here<\/a><\/li>\n\n\n\n<li>Explore how <a href=\"https:\/\/www.salesforce.com\/products\/ai-for-sales\/?d=cta-body-promo-8\" target=\"_blank\" rel=\"noreferrer noopener\">Einstein 1 Sales<\/a> unleashes productivity for customers<\/li>\n\n\n\n<li>Visit <a href=\"https:\/\/www.crexi.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">CREXi<\/a> for more information about its business<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Editor\u2019s note: Einstein 1 Platform is now the Salesforce Platform. For the latest, go here. The Commercial Real Estate Exchange, Inc., known as CREXi, is a marketplace and technology platform where brokers, buyers, and tenants lease, buy, and sell commercial real estate. Today, CREXi is using Salesforce\u2019s Einstein 1 Platform to save time on administrative [&hellip;]<\/p>\n","protected":false},"author":490,"featured_media":74840,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"sf_subhead":"","sf_i18n_disclaimer":false,"_jetpack_memberships_contains_paid_content":false,"alternateThumbnailId":0,"sf_product_cta_id":0,"footnotes":""},"categories":[1],"tags":[],"sf_content_type":[1735],"sf_theme":[1912],"sf_topic":[1737,2498,1744],"sf_product":[2796,19249,1748],"sf_industry":[],"sf_role":[],"sf_multimedia_asset":[],"sf_location":[1798],"sf_collection":[],"sf_visibility":[],"coauthors":[],"class_list":["post-74836","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized","sf_content_type-news-highlights","sf_theme-digital-transformation","sf_topic-artificial-intelligence","sf_topic-automation","sf_topic-customer-success","sf_product-einstein","sf_product-einstein-ai","sf_product-salesforce-platform","sf_location-global"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.2 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Real Estate Platform CREXi Boosts Sales Rep Productivity with Salesforce&#039;s Einstein 1 Platform - Salesforce<\/title>\n<meta name=\"description\" content=\"Editor\u2019s note: Einstein 1 Platform is now the Salesforce Platform. 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