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Salesforce CRM Implementation for Enhanced Sales Workflows and Tenant Collaboration in Real Estate
  1. case
  2. Salesforce CRM Implementation for Enhanced Sales Workflows and Tenant Collaboration in Real Estate

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Salesforce CRM Implementation for Enhanced Sales Workflows and Tenant Collaboration in Real Estate

itransition.com
Real estate
Commercial property management
Facilities management

Challenges with Disintegrated Systems and Manual Processes

Legacy systems caused poor data quality, manual workflows, and fragmented collaboration. Employees spent excessive time on administrative tasks instead of client engagement. Disconnected systems hindered real-time business intelligence and scalability, leading to inefficiencies in sales cycles and tenant management.

About the Client

A UK-based commercial property management company with £1bn+ assets, 800 employees, and a £1.4bn development pipeline managing offices, retail spaces, and parking assets.

Objectives for CRM Implementation

  • Automate end-to-end sales workflows from lead to contract management
  • Centralize tenant and asset data for 360-degree visibility
  • Reduce sales cycle duration by 10% or more
  • Improve cross-team collaboration and decision-making
  • Integrate with existing financial and document management systems
  • Enable scalable cloud infrastructure for future growth

Core System Functionalities

  • Lead qualification and opportunity tracking automation
  • Smart contract generation with DocuSign integration
  • Real-time property availability dashboards
  • AI-powered sales forecasting with Power BI
  • Automated tenant onboarding workflows
  • Integrated CPQ (Configure-Price-Quote) engine
  • Multi-channel communication tracking (SMS, email, portal)
  • Customizable reporting with KPI visualization

Technology Stack Requirements

Salesforce CRM platform
Salesforce CPQ customization
Power BI with AI analytics
Jenkins-based CI/CD pipeline
Apex/Visualforce development

Third-Party System Integrations

  • FinancialForce (financial management)
  • SpringCM (document lifecycle management)
  • SMS Magic (messaging automation)
  • CheckFront (space booking)
  • GetFeedback (tenant satisfaction surveys)

System Performance Criteria

  • 99.9% platform uptime SLA
  • Real-time data synchronization across modules
  • Role-based access control with GDPR compliance
  • Horizontal scalability for 50% annual data growth
  • Disaster recovery with <2 hour RTO

Expected Business Impact

Anticipated 10-15% reduction in sales cycle duration, 60% faster board reporting, and 15% higher conversion rates through automated workflows. Centralized data management will improve decision accuracy while integration with financial systems reduces manual errors by 80%. Cloud scalability will support 25% annual portfolio growth without infrastructure costs.

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