Lasso CRM vs. Salesforce Data 360

Lasso is a simple and easy-to-use CRM, above and beyond the daily tasks that the sales team or sales assistant complete, it allows our accounting department to generate reports and prepare invoices accordingly for commissions generated based on sales of condos.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Great tool for client management, sales tracking, cases studies. Using is as the source of truth for all client communication. Allowing more integration options for cc and ACH payments. Right now the options are limited and only integrate with strict processing capabilities that are not always in the businesses best interest.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Easy capture of eleads from multiple sources. Lasso automatically captures potential buyers who submit for more information across multiple sources, including on social media, BDX, our website, and others.
• Lasso helps keep everything organized, from dividing the sales efforts of multiple sales people across multiple neighborhoods, to allowing us to track which floorplans and lots our potential buyers are interested in.
• Setting up a robust prospect nurturing plan is easy, allowing our sales team to effortlessly follow pre-determined templates for follow up.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Allows use to bring external data into Salesforce as zero-copy
• Is able to present data using standard Salesforce reports familiar to our users
• Allows us to establish multiple relationships between our CRM data and the external data to contextualize the imported data.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Connection between inventory and sales modules.
• Calculation of commissions of representatives using the tool (not outside realtors).
• Price revisions.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• pricing or costing visibilty, we can't estimate what would be consumption this month and suddenly we get surprised
• CI/CD can be improved, that looks a difficult and hard
• Also sandbox comes with many limitation so very hard to replicate production like environment to test

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Most of the daily use features, are very usr friendly, intuitive, every end user can learn how to manage and operate basic activities such as enter information, send an email, send a campaign, create an email marketing template, run a report on the renewals for the month, open and close a support case, create new account or a new contact, etc

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

we have evaluated Snowflake, adobe rt-cdp as well. They also offer a very strong capabilities but the Data 360 is more suitable for us because of the same Salesforce ecosystem. The main key factor is without any custom code we were able to include it into our automations. And ofcourse with agentforce already in plans, we had to pick Data 360

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Lasso has given us a cost-effective way to manage and nurture our clients, with extra homebuilding-related features to make our efforts more successful.
• We have an easy way to track the client prospecting and nurturing efforts of sales staff, even those located across the country from the corporate office.
• Lasso has lead to more effective sales efforts, as client nurturing processes are built right in to the platform for them to follow.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Salesforce Data Cloud has a positive impact on me as a realtor because it is easy to generate reports on customer data and see what is needed to be bumped to the next level. We have to earn a certain commission by the end of the year and it makes it easy to see how close you are
• It has a positive impact on keeping track of customers because it is nice to have it all in one place which is a nice time saver
• I like that you can even see customer info from other agents making it nice to compare and try and pass others
• Makes the customers journey smooth sailing because everything is in one place

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info