In the real estate world, the journey from initial interest to final ownership can often be a long and complex one. Pain points such as administrative bottlenecks, disjointed communication, and manual paperwork can significantly slow down the process. However, Relay's custom Salesforce-integrated portals, designed specifically for your brand, can address these challenges head-on.

Simplifying Complex Processes

Real estate transactions often involve a multitude of steps and stakeholders, each with its unique needs and requirements. Managing these workflows manually can lead to inefficiencies and delays. Relay's custom portals streamline these processes by automating tasks like disclosure packages, listing research, offer letters, and escrow, ensuring smoother and faster transactions.

Enhancing Client Engagement

Today's clients demand interactive, personalized services. Relay enhances client engagement by offering features such as messaging, digital signatures, virtual walkthroughs, active listings, video meetings, and document workflows. With these tools at your disposal, you can provide a superior, digitally-led service experience that sets you apart from the competition.

Creating Secure, Collaborative Spaces

Relay's portals offer a unified digital workspace where all parties involved in a transaction—buyers, sellers, brokers, agents—can collaborate securely. This not only promotes transparency but also ensures everyone stays updated on the transaction status.

Catering to Unique Real Estate Needs

Every real estate transaction is unique. Whether it's a rent-to-own situation or a luxury second home co-ownership solution, Relay can customize your portal to accommodate any transaction type, allowing you to meet diverse client needs more effectively.

Accelerating Administrative Tasks

Administrative tasks, often seen as necessary evils in real estate transactions, can now be accelerated with Relay. By integrating with Salesforce, Relay Portals streamline tasks like processing titles, managing NDAs, agent onboarding, home inspections, insurance policy reviews, warranty approvals, offer approvals, and identity verification, freeing up your team to focus on closing deals.

In conclusion, Relay's custom Salesforce-integrated portals provide a robust solution to overcome common pain points in the real estate industry. By streamlining operations, enhancing client engagement, and accelerating administrative tasks, Relay helps you deliver a superior real estate service. If you're ready to transform your real estate processes and overcome industry challenges, contact us to learn how Relay can develop a custom portal to meet your unique needs. With Relay, real estate transactions aren't just done faster—they're done smarter.

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In the rapidly evolving real estate landscape, clients are increasingly demanding personalized, digital-first experiences. Whether they're buying a home, renting an apartment, or investing in commercial properties, Relay can help meet these expectations. Through the development of custom Salesforce-integrated portals, branded specifically for your business, we revolutionize the way you manage your real estate transactions.

Digital, On-Demand Real Estate Experience

With Relay, you can provide the digital, on-demand experience that buyers, sellers, and partners have come to expect. Clients can access interactive services right from their pockets, simplifying real estate transactions and ensuring a seamless experience every step of the way.

Streamlining Client and Transaction Processes

Relay Portals can transform your workflow by automating manual business processes. From handling disclosure packages to offer letters, and from escrow management to redlining, we reduce bottlenecks and expedite paperwork-heavy tasks. Your team can focus on what they do best—closing deals—while leaving the paperwork to us.

Offering Custom Solutions for Unique Real Estate Needs

Every real estate transaction is unique, and some don't fit the conventional mold. Whether it's a rent-to-own arrangement or a luxury second home co-ownership solution, Relay can customize your portal to accommodate any real estate transaction scenario.

Engaging Clients More Effectively

Relay enhances client engagement with a range of tools such as messaging, digital signatures, virtual walkthroughs, active listings, video meetings, approvals, document workflows, and task management. These features make the transaction process more interactive, efficient, and client-friendly.

Providing Secure Digital Workspaces

Relay's custom Salesforce-integrated portals offer a unified, digital workspace where all parties involved in a real estate transaction—buyers, sellers, brokers, agents—can collaborate securely and efficiently.

Accelerating Real Estate Processes

Relay can help speed up various real estate processes, such as purchase contracts, listing research, appraisals and disclosures, contingency releases, leasing contracts, due diligence, escrow cycles, and deed transfers. We also streamline administrative tasks like processing titles, managing NDAs, agent onboarding, home inspections, insurance policy reviews, warranty approvals, offer approvals, and identity verification.

In conclusion, Relay Portals provides a robust solution that elevates your real estate business to new heights by streamlining operations, enhancing client engagement, and accelerating transactions. If you're ready to transform your real estate processes, contact us to learn how Relay can develop a custom Salesforce-integrated portal to meet your unique needs. With Relay, real estate isn't just done faster—it's done smarter.

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In today's interconnected business landscape, an effective partner management strategy can significantly influence your growth and profitability. This is where Relay steps in. By harnessing the power of Relay Portals, we bring you a new era of business integration and workflow optimization, tailor-made for your specific needs.

Revolutionizing Partner Onboarding with Relay

In this digital era, efficient partner onboarding isn't just a convenience—it's a critical business need. With Relay's expertise, your business can leverage custom Salesforce-integrated web portals designed to simplify and accelerate the partner onboarding process. By cutting through the usual complexities and facilitating faster, more effective partner engagement, we increase your potential to close more deals.

Empowering Your Partners with High-powered Tools

Relay's contribution doesn't stop at enhancing your internal workflows—it extends to your partners too. By utilizing Relay Portals, we provide your partners access to the same high-powered tools that drive your team's success. Our portals interface seamlessly with your existing Salesforce CRM system, delivering a powerful and efficient partner management solution.

Fueling Demand and Boosting Channel ROI

Relay Portals provide your partners with easy-to-use marketing tools to create, monitor, and analyze marketing campaigns. By giving them access to your content and campaigns, you enable partners to develop co-branded collateral that aligns with your brand, driving demand and significantly enhancing your channel ROI.

Simplifying Channel Sales to Propel Partner Performance

The benefits of Relay Portals also extend into the channel sales process. Relay simplifies and automates routine tasks, enabling your partners to focus more on selling your products and less on administrative activities. From lead distribution to deal registration, and from preventing lead conflicts to providing prebuilt PRM solutions, Relay Portals makes selling faster and easier for your partners.

Delivering the Information Partners Need

Relay Portals is a game-changer when it comes to equipping partners with the essential information they need to close deals. By integrating with Salesforce, our portals enable partners to spend less time searching for information and more time selling. We eliminate the need for searching through countless emails for relevant data, offering a centralized communication platform instead. This allows you to monitor partner activity, tailor their experiences, and ultimately enable them to perform better.

Seamless Integration with Salesforce

One of Relay's standout offerings is the seamless integration of our portals with Salesforce. You can continue working within your familiar Salesforce environment, while Relay securely reads and writes data from and to your CRM. This secure integration facilitates a unified and streamlined workflow that significantly enhances productivity and efficiency.

In conclusion, Relay Portals offer a robust solution to streamline your partner processes, drive demand, and enhance your channel ROI. If you're ready to redefine your partner management, contact us to learn more about how Relay can tailor Salesforce-integrated portals to your unique needs. With Relay, business is not just done better—it's done smarter.

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As a business owner, you know that providing excellent customer service is key to retaining and growing your customer base. One way to do this is by offering a customer portal, which allows your customers to access information and services on their own terms. But why choose a customer portal integrated with Salesforce CRM over other options?

One of the main benefits of a customer portal integrated with Salesforce CRM is that it allows your customers to access their information and interact with your business in a seamless and convenient way. They can view and update their account information, track orders and shipments, and access other services without having to contact your support team. This can save your team time and effort, and improve the overall customer experience.

Another benefit of a customer portal integrated with Salesforce CRM is that it allows you to collect and analyze customer data in one central location. This can help you gain valuable insights into your customer's behavior and preferences, which can inform your marketing and sales efforts. It can also help you identify and address potential issues before they become major problems.

Existing solutions like Salesforce's Digital Experience Cloud can provide these benefits, but they are often extremely expensive. A custom-built customer portal, on the other hand, can be more cost-effective and more customizable. This means that you can tailor the portal to meet your specific business needs and objectives, without having to pay for features that you don't need.

The benefits of a customer portal integrated with Salesforce CRM are numerous. From improved customer service and data analysis, to cost-effectiveness and customization, a custom-built customer portal can help you grow your business and improve your bottom line. So why not consider building a customer portal and see what it can do for your business?

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Check out our Quickbyte video on this solution.

Healthcare providers have largely transitioned to electronic health records and digital patient management systems like Epic. With a greater focus on value-based care, it's become important to reduce readmission and improve patient outcomes while driving down costs. Provider's using Salesforce Health Cloud have the distinct advantage of having their patient management system built right into the Salesforce platform. They enjoy the versatility and scalable nature of the Salesforce platform, making it easy to innovate and experiment with new technologies like the Amazon Comprehend Medical API.

Adding AI to Salesforce Health Cloud

Amazon Comprehend Medical is a HIPAA-eligible API that uses machine learning to extract health data from unstructured medical text, like nursing notes. Through a custom integration with Salesforce Health Cloud, we can quickly and accurately extract and identify health data such as:

• Medical Conditions
• Medications
• Dosages
• Test
• Treatments & Procedures
• Protected Health Information

Amazon Comprehend Medical is a self-contained AWS service that requires no servers or machine learning models to train, so it's easy to incorporate into custom Salesforce apps in Health Cloud. This service can be used throughout the entire healthcare lifecycle, from admission to point-of-care, through coding and billing.

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Medical Insights from Nursing Notes

Salesforce Health Cloud includes many options for properly recording structured medical information like symptoms, medications, and diagnoses. There are still sources of patient information, such as nursing notes, that are often unstructured and in a narrative format. They often include observations made by a nurse or doctor during their rounds or consultations. These notes can contain important information that may have been missed or improperly entered elsewhere in the patient management system.

With Amazon Comprehend Medical, we can develop intelligent applications that can interpret nursing notes and highlight important information. For example, during a patient checkup, Nurse Davis noted that Natalia had a cough and was fatigued. These symptoms may not have been recorded on the patient chart but using the Amazon Comprehend Medical service and our smart Health Cloud application can highlight the symptoms in the note to both remind Nurse Davis to enter them in the appropriate location or call attention to other practitioners about symptoms noted in prior visits.

Comprehend Medical & Salesforce Health Cloud Use Cases

The versatility and power of this API can have a significant and beneficial impact for patients and providers. The use cases range from point-of-care medical insights, compliance, and billing.

Clinical Trial Medical Cohort Analysis

Thanks to Amazon Comprehend Medical's exceptional ability to understand and identify complex medical information, including abbreviations, it can be used to identify or disqualify candidates for clinical trials. Patient recruitment efforts can be significantly simplified, reducing the costly steps required by manual selection processes.

Early Diagnosis and Clinical Decision Support

Proactive healthcare, powered by AI, will transform the medical landscape. Using the Amazon Comprehend Medical service, we can develop apps in Salesforce Health Cloud that aggregate medical information from patient data, extract diagnoses and symptoms from their medical history, and provide an early warning system for diseases such as multiple sclerosis.

Streamline Medical Coding

Even in highly structured patient management systems, like Salesforce Health Cloud, critical patient information can is missed leading to incorrect coding and billing issues. With the Comprehend Medical API, we can develop apps that can automatically extract ICD-10 codes from medical notes and correlate them with billed procedures.

Protect Patient Information

Patient data will continue to grow as we move all healthcare systems to digital platforms. Safeguarding patient information should be at the forefront of all healthcare provider's IT goals. The Comprehend Medical API can automatically detect PHI, giving your organization the certainty that you are protecting your patient's information.

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If you are interested in learning more about innovative ways to integrate Salesforce Health Cloud with the Amazon Comprehend API please reach out or chat with us by clicking the chat bubble to your right.

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Labor First has been providing customized health benefit solutions for the retiree market for over 15 years.

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With the help of Sales Cloud, Community Cloud, and the AppExchange, the company has achieved 100% customer retention while growing into the largest privately owned healthcare exchange for the multi-employer marketplace.

“There was a bursting need for someone to come into the senior market and not only help structure healthcare solutions for them but also advocate on their behalf for the rest of their lives, so they could really make the most of the retirement experience” - John Dulczak, Chairman & CEO.

From prospecting, generating carrier quotes, benefit comparisons, and enrollments, everything is done on the Salesforce platform. When they chose to move their paper based member enrollment process online, they chose Relay to make sure the initiative was successful.

The new healthcare exchange and enrollment solution was design for Salesforce Community Cloud and integrated with their existing Salesforce solutions to provide a 360-degree view of their members.

The new Community helped them deliver personalized experiences to their customers in a secure and mobile-ready application. Plan participants can quickly log in with their information already preloaded, thanks to the Customer 360 approach. They can select from eligible plan offerings that are tailored for each organization and member according to their location, demographics, and plan options.

Participants can get instant rate quotes, compare plans side by side, and set up automatic premium payments. With Service Cloud, dedicated advocates are available to connect with members for one-on-one help in completing the process.

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“We had no idea we could build something like this with Community Cloud. Earlier estimates to build a solution from scatch exceeded a million dollars. Relay design the community solution for a fraction of the cost and we were up and running in 3 months.” - David Zawrotny, COO

How a Squarespace & Salesforce Integration Benefits Your Website

Squarespace and Salesforce, when paired together, have the opportunity to accelerate your site to new heights. In this post, we’ll be discussing how we at Relay have the ability to help seamlessly integrate Squarespace into your Salesforce campaigns so you have less to worry about when running your business and more time to focus on your goals and objectives at hand. Feel free to let us know if you have any questions when reading this post by contacting us here and we’ll be happy to help!

You’re Missing Out if You’re Not Integrating Squarespace into Your Salesforce Campaigns

Salesforce is such a powerful CRM and many users do not realize the full extent of its capabilities until they’re given the opportunity to truly see what it's all about. If you own and operate your business through Squarespace, you’re potentially leaving lots of revenue on the table for your competitors when not incorporating Squarespace into your daily Salesforce workflow and amongst your team. The custom Squarespace integration into your Salesforce campaigns we offer is beginning to trend and develop as more and more users catch on, yet you’ll want to be at the beginning of trends, right? Right! Continue reading to explore how we at Relay can provide you with said customized, full service integration of Squarespace into your Salesforce campaigns.

How Salesforce Helps Your ECommerce Site Succeed

Any successful ecommerce site has many, many moving parts. With all of these moving parts, there are many areas which have the possibility of being unintentionally ignored or overlooked. Through a custom, direct Squarespace integration into your Salesforce campaigns with your ecommerce site, you’ll be able to manage all of the moving parts, and then some. No longer will you be missing orders, having difficulties communicating with the warehouse, or even forgoing large orders due to not promoting a special deal you have running at the moment. Our custom Salesforce integration method here at Relay allows you to fully manage the entirety of your organization through key components derived from our unique processes and implementations. Through our certified Salesforce team and many years of experience, we’ve been able to help businesses just like yours achieve great things without having to sacrifice the integrity of your internal systems.

The Benefits of Integrating Your Squarespace Ecommerce Site with Salesforce

As mentioned above, the benefits are plentiful when it comes to integrating your ecommerce site with the power of Salesforce’s CRM. We know your business model is unique, and with this in mind, our customized approach to integrating Squarespace into your Salesforce campaigns will surpass the standard protocols typically enabled amongst other providers. Below are some of the customized approaches we take with each and every client, while at the same time modifying and pivoting our approach to best enable you to have a thriving platform built for success.

AI-Driven Personalized Shopping Experiences

Whether it’s an integrated chatbot, an automated A/B variant test based on user demographics, or real-time adjusted geo-IP targeting; all of these AI-driven personalizations are the foundational building blocks of what you can expect when working with us at Relay. We enjoy helping you realize your true potential as a company, and with the ever developing mechanisms we’re able to produce via our AI directives; you’ll come to discover there’s simply so much more you can do to accelerate the growth of your company.  

Continuous Rollouts Without Delays

Squarespace’s integration within Salesforce makes it easy to roll out new updates to your campaigns, directly from the native dashboard. No longer must you tweak campaigns in multiple areas to complete one task. With our fully focused integration methodology embedded within your Squarespace site and Salesforce dashboard, you can have full control over everything within one facet of your entire campaign.

Announce New Promotions in Minutes

Do you have excess inventory which needs to be moved quickly? If so, our integrations help you promote those products which must go now, in mere minutes instead of days. Through our development process, your Squarespace site is able to launch new promotions, products, announcements, etc… all within a few clicks and be well on your way to seeing the results you readily anticipate.

Blend the Digital Store Environment with Your Physical Store Environment

Oftentimes, there’s a huge disconnect between your digital storefront and your physical storefront. Everything from mislabeled SKUs, to incorrect inventory counts, to basic miscommunication can cause rifts in your efficient systems. With our custom approach, no product catalog is too big or too small to be successfully integrated into the custom Salesforce application(s) we develop. With this in mind, the sky is truly the limit and once the initial foundation is built, human errors amongst your team will most likely be reduced to nil.

Streamline Additional Business Operations & Elements in a Scalable Fashion

They say “a rolling stone gathers no moss”. This statement greatly applies to how once you’re rolling towards success, you’ll continue to keep rolling towards additional, future success through streamlined and scalable processes without any extra fluff along the way. Once you reach a certain level of steady growth through our customized integrations, you’ll want to continue said growth via scalability. There’s no better platform to do so (in our opinion) than Salesforce. The customized tools available at your disposal, when properly integrated into your Squarespace site, will allow your business to flourish and grow beyond your original expectations.

Increase Efficiency & Effectiveness with Automated Tasks

Centralized site management and automated tasks can take a lot of the leg work out of the picture and have your Squarespace site operating at peak efficiency. The initial grunt work, performed by us of course, lays the groundwork for unmatched workflows. Automated tasks can be the difference between making the sale and losing the sale. So why not try having us incorporate them into your business model via Salesforce and see how they perform?

Internationalize Your Salesforce Campaigns with Ease

If you’re planning on reaching the global population you may have found previous efforts to be difficult and burdensome. With our custom Squarespace integration into your Salesforce campaigns, internationalization of your business becomes that much easier. No longer must you calculate time zones with custom messaging approaches, apply trending products to certain locales, or manually toggle between different sub-dialects of a national language. With our customized approach, this is all taken care of for you and your business from day one of launching.

Choosing Relay for Your Squarespace & Salesforce Integration

Now you’ve learned what we can offer here at Relay. Feel free to contact us using the form below and we’ll be sure to respond to your inquiry as soon as possible. We look forward to learning more about your business, your projects, your goals, and explaining how our custom Salesforce integrations will allow your Squarespace business to reach new heights and become a pioneer in the digital age.