We empowered a real estate investment firm to streamline its property acquisition pipeline and forecast investor interest by building a fully customized Sales Cloud architecture

Real Estate Investment Firm Sales Enablement

  • No standardized way to track and manage investment properties under evaluation.

  • Lack of forecasting accuracy for investor interest or property acquisition volume.

  • Existing sales processes were fragmented across spreadsheets and disconnected systems.

  • Sales reps lacked a centralized, intuitive homepage to drive daily productivity.

CHALLENGES

SOLUTION

  • Custom Project Object: Created a purpose-built Project object to manage investment properties and capture key financial, location, and due diligence details.

  • Enhanced Opportunity Setup: Customized the Opportunity object to reflect the real estate acquisition lifecycle with stages tailored to underwriting, offer, and closing.

  • Forecasting & Lead Conversion Mapping: Aligned Sales Cloud forecasting tools with the real estate sales cycle, enabling more accurate revenue predictions. Mapped lead conversion to match investor engagement behaviors.

  • Custom Sales Homepage: Designed and deployed a user-specific Sales Cloud homepage featuring dashboards, lead queues, opportunity alerts, and key project KPIs.

RESULTS

  • Centralized, real-time visibility into the investment property pipeline.

  • Improved forecasting accuracy and streamlined investor reporting.

  • Increased sales team efficiency with fewer manual steps and reduced system switching.

  • Enhanced CRM adoption through a clean, intuitive homepage tailored to daily workflows.

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