Salesforce for Lease Management
Why You Don’t Need to Hire to Transform Leasing Operations
COMPANY
National Real Estate Company
TECHNOLOGIES
Sales Cloud
STORY SUMMARY
A large owner-operator of shopping centers was having difficulty entering renewals with limited visibility to inventory and partnership deals. Through the Delivery as a Service (DaaS) model, Fortimize helped them accelerate change management and onboard departments faster—without increasing internal headcount.
DaaS has replaced disconnected tools with a streamlined, tailored, and purpose-built platform."
CHALLANGE
A nationwide retail real estate company partnered with Fortimize to modernize and streamline its leasing operations by replacing outdated systems and fragmented processes with a unified, intelligent platform built on Salesforce.
THE RESOURCE PROBLEM
By supplementing their existing team with expert Salesforce resources, we replaced outdated systems and fragmented processes with a unified, intelligent leasing platform. The result: enhanced visibility, accountability, and decision-making across the entire leasing lifecycle, including:
- Critical date tracking – Centralized visibility into all key store opening milestones
- Modernized workflows – Legacy key turnover, store opening, and store closing forms built in Salesforce
- On-the-go usability – Mobile-optimized experience for users in the field and across properties
- MRI integration – Enhanced sync of financial data to reduce discrepancies and ensure data integrity
- Task accountability – Clear ownership, alerts, and impact tracking for every milestone in the leasing workflow.
- Performance insights – Dashboards to track delays, forecast openings, and reduce lost revenue.
Through ongoing collaboration with business and IT teams, this DaaS partnership has replaced disconnected tools with a streamlined, purpose-built platform tailored to the company’s unique needs.
THE LARGER STORY
In addition to an expertise shortage, the company was seeing a lot of inefficiencies and time wasted due to these renewal challenges and limited inventory visibility increase user error, risk and complicated data entry. In addition, poor tracking of key days and deadlines for store operations impacted revenue.
After better integrating all of their platforms, we were able to help:
- Build an improved budgeting, and forecasting module
- Enhance marketing partnerships for better ad space sales reporting and visibility
- Establish critical data tracking and salesforce for their stores
- Enhance MRI integrations systemwide
