Financial Services Firm Modernizes Legacy Systems with Salesforce

Driving Real Estate Transformation with Two-Way Oracle Integration

About the Organization

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.

Challenges

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.

What We Have Done?

Sales operations were unified with Salesforce as the central hub, integrated with Oracle for real-time visibility and seamless data flow. Campaign performance and reporting became smarter with real-time analytics from Datorama, enhancing decision-making. Additionally, AI-powered tools and personalized journeys boosted customer satisfaction and service responsiveness by 18%.

Products Used

The company implemented Salesforce Sales Cloud with a custom-built, two-way integration to Oracle—delivering consistent reporting, real-time sync, and seamless user experiences across platforms.

Results & Business Impact

The implementation led to a 100% reduction in costs, along with a 15% increase in conversion rates. Customer engagement saw a 25% boost, while customer satisfaction improved by 18%, reflecting significant overall impact.