Project Details
Financial Services Firm Modernizes Legacy Systems with Salesforce
Driving real estate transformation with centralized CRM, two-way Oracle integration, and real-time analytics.
— About the Organization—
A Global Real Estate Consultancy
A global real estate consultancy headquartered in the UK, operating across more than 50 territories with 600 offices and 20,000+ professionals. This leading firm embraced Salesforce to unify systems and improve client experiences.
System Integration
Unified legacy systems with Salesforce through seamless Oracle integration.
Data Accessibility
Enabled real-time data flow for better insights and faster decision-making.
Client Experience
Improved engagement through personalized and efficient service delivery.
Key Challenges
The Challenges We Faced
Problem Statement
The firm previously managed customer data and operations through disconnected systems, making it difficult to access insights, track customer interactions, and maintain consistency.
Fragmented workflows slowed decision-making and impacted engagement.
Limited Insights
Data silos reduced visibility into customer interactions and performance.
Disconnected Systems
Multiple legacy platforms restricted unified workflows and collaboration.
Operational Delays
Manual processes slowed execution and affected responsiveness.
— OUR IMPACT —
What We Have Done
Centralized CRM Hub
Implemented Salesforce as the central platform for unified operations.
Oracle Integration
Built a two-way integration enabling real-time sync and reporting capabilities.
Advanced Analytics
Enabled smarter reporting and campaign insights using real-time data.
Salesforce Ecosystem
Products Used
Salesforce Sales Cloud
Sales
Measurable Outcomes
Results & Business Impact
Transformational outcomes delivered through Salesforce
100%
Reduction in Costs
15%
Increase in Conversion Rates
25%
Boost in Customer Engagement
18%
Improvement in Customer Satisfaction