Optimizing Commercial Real Estate Operations with Salesforce

This case study highlights how EasyStepIn empowered a leading commercial real estate company through the integration of Salesforce, driving digital transformation and operational efficiency. By addressing challenges like disorganized data storage, scalability limitations, and time-consuming manual processes, EasyStepIn implemented a tailored strategy leveraging CRM and advanced search functionalities.

Client Background & Overview

A leading commercial real estate company required a centralized, scalable CRM solution to streamline operations, enhance data sharing, and improve search efficiency. EasyStepIn implemented Salesforce to integrate scattered data, enable real-time search, and enhance collaboration across departments. This transformation reduced manual search time from hours to minutes and provided scalable CRM capabilities tailored to real estate needs.

Business Challenges

Disorganized Data Storage

Business data was stored in silos and Excel files, which made it very difficult to access, share, and utilize effectively across teams.

Restricted Flexibility

The existing system lacked the necessary scalability and flexibility required for efficient real estate operations and management tasks.

Inefficient Search & Reporting

Searching for property listings was a time-consuming and manual process that hindered productivity and delayed decision-making.

Collaboration Gaps

There was no standardized way to share search results and parameters across teams, leading to inconsistencies and communication issues.

Client Goals

CRM Deployment
Search Optimization
Collaboration Tools
Operational Efficiency

Tailored Salesforce Solution for Real Estate

The client aimed to deploy a Salesforce-based CRM designed specifically for commercial real estate operations.
The goal was to eliminate data silos, enabling smooth collaboration between departments, and ensure data consistency across the organization. With Salesforce’s powerful cloud capabilities, the client could manage customer relationships, track property listings, and handle transactions seamlessly.

Enhancing Property Search Capabilities

A key objective was to optimize the search functionality for property listings, enabling more efficient property searches.
The new capabilities would reduce time spent searching through various systems and spreadsheets, enabling quicker and more accurate results. The system would also allow users to save and share search parameters, improving collaboration across teams, and streamlining the property search process.

Real-Time Reporting & Sharing Features

The client sought to enhance real-time collaboration across teams with robust reporting and sharing tools. By integrating customized Salesforce reports and collaboration features, stakeholders could access up-to-date information at any time.
The ability to share search parameters, property details, and reports instantly would eliminate delays and increase productivity.
Teams could now collaborate effectively, whether working in the office or remotely, leading to faster decision-making and better client service.

Automation and Customization for Efficiency

To improve operational efficiency, the client aimed to automate key processes and customize workflows for real estate operations.
Automation tools would streamline manual tasks, such as data entry, property updates, and lead management, allowing the team to focus on higher-value activities.
Customization would ensure the system met specific business needs, improving both user adoption and overall efficiency. By reducing human error and processing times, the client could enhance overall performance, reduce costs, and provide a smoother experience for clients.

EasyStepIn's Solution Approach

EasyStepIn implemented a comprehensive CRM system, leveraging automation for efficient property management, data integration, and collaboration across departments.

Centralized CRM System

Implemented a CRM to manage real estate listings, lease events, and rental values, with custom objects and fields for better data accuracy.

Enhanced Search Capabilities

Integrated advanced search for real-time, location-based property searches, with the ability to draw custom boundaries for targeted areas.

Real-Time Data Integration

Automated migration from legacy systems and Excel files to the new CRM, ensuring seamless real-time data synchronization across departments.

Streamlined Reporting Tools

Created customizable reports for easy sharing, with export options for Excel and PDF, allowing teams to save and share search parameters.

Improved Data Security

Implemented security measures to ensure data privacy, with secure access control, encryption, and policies to protect confidential client information.

Scalable System Architecture

Built a scalable platform to support future growth, handling increased load during peak times, with a system capable of adapting to user demands.

Business Outcomes

80% Reduction in Search Time

Search time reduced from hours to minutes with advanced search options and map-based features, significantly improving efficiency.

Improved Collaboration

Real-time data sharing across teams fosters seamless communication, ensuring everyone is aligned and informed during decision-making.

Enhanced Reporting

Custom, exportable reports enable teams to analyze and share data effectively, helping stakeholders make informed, timely decisions.

Seamless Data Flow

Automated data integration ensures a smooth flow of information between systems, reducing manual work and improving data accuracy.

Scalable CRM Solution

The CRM platform is designed to accommodate future growth, ensuring it can handle increased user load and expanded data without compromising performance.

Increased Efficiency

Automation of routine tasks and data migration streamlines operations, enabling teams to focus on more strategic, high-value activities.

Client Feedback

EasyStepIn's expertise in Salesforce and integration solutions has revolutionized our operations. The real estate search and reporting process, which previously took hours, now takes only minutes. This drastic improvement has not only saved us time but also boosted our overall productivity.

The seamless integration and real-time data sharing have enhanced collaboration across teams. We are now able to make quicker, more informed decisions. We truly appreciate EasyStepIn’s support and their ability to tailor the solution to our needs.