Leaving SalesForce / Pardot for Renaissance and REW CRM - time to invest in ourselves!

Today is a pretty big day!

We’re taking the latest Real Estate Webmasters website live on Renaissance (our own corporate domain)

It also means we are beginning our process of migrating our company away from Salesforce and Pardot.

Why did we spend over 1,000+ hours migrating away from the old framework + Salesforce / Pardot?

Since others might be thinking about migrating an enterprise-level solution, I’ll explain.

Let’s start with the front end - Renaissance.

Our site was on an aging framework. Even though we’re ADA and WPO (page speed) experts, we had the classic carpenter’s house problem. (We were never working on our own stuff).

The result was we fell behind and our site as no longer as fast or as accessible as we wanted.

The choice was between trying to bring the old site up to today’s standards or to relaunch on Renaissance which already has the latest and greatest WPO built in.

Since we’ve done hundreds of WPO projects (perhaps even thousands) experience tells me that it is MUCH harder to WPO an old site than to work with a new fast one on a better framework. (And there is no guarantee you can make an old site perfect. It’s just often too old).

A fast site matters - it matters for Google, but more importantly it matters for customers (and conversions).

And so for this reason alone, we would make the move to Renaissance.

ADA compliance - Renaissance also has these features built in, and while we’re Canadian (and in British Columbia) so technically ADA compliance does not apply to us, I do feel it’s important to be accessible to everyone and also to show the world that we practice what we preach to customers.

Cleaning up old content:

I know I said it was over 1,000 hours, but this isn’t all dev work. Real Estate Webmasters turns 19 years old on April 9th, and we have had many websites over the years.

Each time we’ve upgraded, we’ve done our best to eliminiate old content, update new etc, but with sites this big, you’re going to end up with vestigial content, pages that are no longer relevant, and media (images, videos etc) that need to be re-optimized.

It is actually quite a process to do well with a big site. We have project managers, SEO’s / writers, Designers, Programmers and QA all participating in evaluating, grading, deciding and acting on the content.

Do we delete? (and 301 redirect) Do we edit? Or do we just keep as is and optimize for ADA and speed.

THE EDIT PAGE BUTTON!

This may seem trivial to some who don’t work on big sites, but one of the most exciting things for myself and my team in this upgrade is the Renaissance “Edit page” button.

What this does is allow you to edit a page directly from the page (instead of trying to find it in the backend across what may be thousands of pages).

So if you see something online on your site and you want to change it, you just hit “edit page” when logged in, and it takes you right to that page. It’s actually a MASSIVE game changer in terms of time savings and is far less frustrating.

Insertion of schema and json in head section.

Another cool (more technical) feature of the Renaissance framework is the ability to insert code directly into the <head /head> section of any page.

This is super useful when creating schema markup such as FAQ’s and supporting other code that requires access to that section of your header.

Forms to groups and action plans.

And of course because we’re moving to REW CRM, the ability for Renaissance to send lead forms direct to groups and action plans is an exciting feature. Did you know we do that now?

It’s super handy for automations

REW Blogs

We have made a lot of improvements in the REW Blogs as well. Things like separating our the page slug from the title and and many more configuration and SEO options.

Moving custom features (the must have’s)

This is a big part of the budget too! We have some really cool tools here at Real Estate Webmasters (some public facing and some private) as well as some very unique SEO features that involve dynamic linking of our blogging and community content. These were “must have’s” as we moved.

Some examples are the Commissions Calculator (coolest front end tool for consumers) imho not used enough.

Or our PPC Keyword Generator (private tool)

This is one of our proprietary tools that lives at REW and does some AMAZING things (like auto generates keyword lists based of the best performing keywors data from hundreds of thousands of keywors data points.

Our dynamic tag based snippet embed for the forums onto relevant pages on the site :smiley:

It rocks for SEO, that’s all you need to know heh (jk feel free to ask about it)

Dynamic blog topic inclusion based on tags as well? :slight_smile: Yes, we did that.

Summary on front end…

There are SO MANY reasons we have to move to Renaissance (this is just a taste) but for us, even though front end was not even our motivation for the move, this is such an exciting bonus.

Our page speed, ADA, SEO and best practices are all taking a giant leap forward.

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Migrating from Salesforce / Pardot - why we are moving…

First I’ll cover how we got to using Salesforce and Pardot in the first place.

Real Estate Webmasters (the previous backend that we’re switching from) was like 10 years old.

At that time, our CRM wasn’t really a true CRM. It was a lead manager. Great for real estate agents and teams to quickly engage and convert leads into appointments, but most certainly not powerful or flexible enough to be used by an Enterprise SAAS company.

We chose salesforce for the following reasons:

#1: Hiring: We wanted to hire really great (experienced) sales people and since Salesforce is such a widely adopted enterprise tool, we reasoned that sales people would be more willing to join us (and be more effective faster) if we had a tool they were used to using.

#2: Flexibility: We’re a custom shop and we believe in the power of customization. It’s just too powerful when used correctly in terms of optimization of your business. Yes it costs a LOT (we’ll get to that) but at the end of the day, if there is an ROI of time or $ it’s worth it. Salesforce allows customization (to a point) so this was major deciding factor.

#3: Reputation: Salesforce is the biggest game in town. They have a great reputation and quite frankly that was a big factor.

#4: Learning / Research: They aren’t a multi billion dollar company for nothing. Salesforce has some GREAT features and at the time was the best CRM on the market. Since we wanted to significantly invest in improving our own REW CRM product, it made sense to buy, use and learn from the best.

That query engine you have in the newest CRM? Where do you think the idea for that came from? :slight_smile: - ours is better, but I have to admit we got the idea from using Sales Force

Ok that’s some of the reasons why we chose Sales Force, but here’s why we’re leaving.

#1: Complexity: I absolutely HATE salesforce! (I think everyone does). For all it’s power, it is far too complex and you need a PHD to truly use it. I mean I build CRM’s for a living and I can’t figure out most of what they build. It’s just too darned complex for our needs.

#2: UI (user interface): As a design shop who really cares about UI / UX, it is impossible to look at the hideous interface of SalesForce. It just sucks. More importantly it is completely unintuitive.

A great CRM should be EASY to use. Especially for new reps and managers. Salesforce UI is terrible in every single way.

#3: Cost: Because of #1 and #2 I had to employ a full time salesforce administrator and my managers were spending a huge amount of time trying to make salesforce work for our needs. And in the many years we’ve had it, we have never figured it out. Never.

I think we pay around $50,000 per year for sales force, were paying $75k+ in costs for SF Admin, + at least $50k in manager salary per year (wasted time) + $30k+ for Pardot and then all the other stuff (programmers having to deal with clunky pardot forms, things breaking, design etc)

All in all, salesforce was costing is EASILY over $200,000 per year.

That’s money I could be using to re-invest into REW’s CRM. Why am I sending it to Salesforce?

#4: Pardot: To be fair. I never really gave Pardot a chance since it has a similar UI to salesforce, so I really never explored the true capabilities of it. But that being said, we’re paying 10’s of thousands of dollars for a tool that we really only use for blast emailing and reporting, and we only picked it because it plays well with Salesforce. Bye Pardot!

On a sidenote Mailchimp: We are moving our email marketing to MailChimp and the UI / UX is SO MUCH BETTER!!! (And yes we are already taking notes and learning from them to build things into our own CRM experience). The cost is way less, the application is way better. It’s just night and day.

+1 for Mailchimp!

#5: True integration: This is the real power of Renaissance + REW CRM. As it is a completely integrated system we can leverage it to data mine at a level that is simply not possible when trying to combine 2 applications (this is the achilles heal of FUB btw, which is a great CRM, but can never truly have integrated data).

The benefits of integration allow us to gather as much user data as we want, combine it with analytics, process it with REWPert AI, build applications and customizations against it. Trigger automations and workflows, send it through Api’s or Zapier.

The possibilities are endless! And it’s only possible (and affordable) because of the integrated platforms.

You would spend millions trying to do the same thing with Salesforce, FUB, Hubspot etc and you would still never get to the level of a true integration.

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So there you have it! That’s some of the reasons why we’re leaving Salesforce and Pardot for REW CRM + Renaissance.

It was a big investment (retail cost to us of over $200k) but it was an investment we really needed to make to improve our website performance, SEO, and catch up to today’s technology so we can continue to innovate.

There are some things we’re going to miss (like opportunity pipeline and reporting on email opens)

But guess what? Now we have $200k+ a year to reinvest in REW CRM and we can build those ourselves! And not only will we have them. So will you!

Spoiler alert!

If you didn’t already know, we are already building those things in REW CRM :slight_smile:

Starting with opportunity pipelines and deal tracking

Can’t wait for this thing to go live today!

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Great information thanks for sharing. And, with the wide choices of great things about Renaissance, one of my very favorites is the EDIT PAGE feature! Since I used an older version before Renaissance came into existence, I can attest to how frustrating it was to have to find a page on the backend especially if in a hurry. And yes, using the action plans and lead forms in the CRM Thanks!

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It’s never easy to leave your comfort zone (will it be better, easier, faster?)

And there is always the sunk cost fallacy (I spent so much building the last thing, I have to somehow make it work).

I’m hoping that folks read this and realize we eat our own Cherios

More importantly that they have a framework for deciding if a big upgrade is right for them.

Now don’t get me wrong - it’s not 1,000 hours for most people to migrate. We are far more complex and were far further behind than most folks.

Typical upgrades are less than 25 hours in most cases and often you can get much of that covered for free with a renewal.

Big custom enterprise sites though? Yeah. Might take 500 hours or more.

But… So worth it!

Just have to do the math :slight_smile:

And yes +1 for the edit page button!

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Thanks Morgan,
The “Edit Page” button saves a LOT of time.

Can the the <head /head> section be used to insert Tracking codes for tracking conversions on PPC campaigns?

Very excited to see future updates inspired by Mailchimp!

Actually tracking codes have their own spot - /backend/cms/tools/conversion-tracking/?website=1 :slight_smile:

@Kyle is there a walkthrough on this?

Hi Jackie,

To get to the area where the codes can be entered you would

  1. Select Content from the main menu.
  2. Select Tools from the menu on the left of the screen.
  3. Select Conversion Tracking.

Here is a great breakdown of each field where once you are in that area of the CRM

Conversion Tracking (Enabled/Disabled) - Select if the Conversion tracking forms entered on page are enabled or disabled.

IDX Registration - This code is included after a new lead successfully registers on your website.

IDX Property (Listing Inquiry) - This code is included after when a new property inquiry is received.

IDX Property (Showing Request) - This code is included when a visitor requests a property showing.

IDX Property (Send to Mobile Device) - This code is included after a text message containing property details is requested.

Contact Form - This code will be included when the #form-contact# form snippet has been submitted.

Buyer’s Form - This code will be included when the #form-buyers# form snippet has been submitted.

Seller’s Form - This code will be included when the #form-seller# form snippet has been submitted.

Approve Form - This code will be included when the #form-approve# form snippet has been submitted.

CMA Tool - This code will be included when the #form-cma# and #form-cma-capture# form snippets has been submitted.

Global Tracking Script - This code is included on every site page. Used best for universal tracking code supplied by Google and Facebook. E.g. placed into the header on all pages.

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