Sales Automation
Manual tasks prevent sales teams from focusing on relationship-first conversations Commercial Real Estate Exchange, Inc., or Crexi, is a marketplace and technology platform where brokers, buyers, and tenants lease, buy, and sell commercial real estate. It’s a business where deals are made through conversations.
Reported impact
Reported outcomes include Crexi saves its sales reps 5 hours a day with Sales AI., Learn how Crexi’s sales team focuses 80% of its time on customers when AI takes on admin tasks., and 2 min read.
Crexi moves its sales processes into the future with Einstein Crexi asked Salesforce to provide a compliant solution to optimize its sales process, while protecting the data of its customers. Now Crexi enhances and expedites its sales operation with Einstein . Crexi doesn’t see the future of real estate as robots making calls or sending emails. Rather, the company sees AI as a way to supercharge people’s capabilities. The advantage of generative AI is that it can handle critical tasks that don’t necessarily need to be done by a person. Sales AI is making it easier and better to work, but not by taking jobs from sales reps. Deals are won by having a conversation, and I think you’re always going to need a person to have that relationship and build that rapport with the customer.
But Crexi’s sales reps were spending critical time on admin tasks like drafting emails, writing up call notes, and conducting customer research that took up a significant percentage of their day.
Crexi moves its sales processes into the future with Einstein Crexi asked Salesforce to provide a compliant solution to optimize its sales process, while protecting the data of its customers.
Crexi saves its sales reps 5 hours a day with Sales AI.
It’s a business where deals are made through conversations.
Learn how Crexi’s sales team focuses 80% of its time on customers when AI takes on admin tasks.
Now Crexi enhances and expedites its sales operation with Einstein .
Review how this reference was scored and trace each normalized claim back to its documented source.
Scoring methodology
Customer Reference Value measures usefulness as a customer reference. Evidence Confidence measures the quality and traceability of available evidence, not independent verification.
Traceability
Field coverage shows which facts each source supports. Dates are shown only when documented by the source.
The Organization JSON-LD on the profile lists addressCountry "US", addressLocality "Playa Vista", streetAddress "5510 Lincoln Blvd", and "numberOfEmployees":{"@type":"QuantitativeValue","value":400}. A 400-employee company maps to Mid-market under the 250-999 rule.
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