The Amherst Group (Amherst)
Solution Stack
Experience Cloud, Sales Cloud
Business Units
Sales, Marketing, Field Agents
Services
Delivery-as-a-Service
Timeline
12 weeks
Turning Field Activity into Insight
Amherst is a national real estate investment and property management firm managing thousands of single-family homes across the U.S. With a distributed sales team and rapid transaction volume, the company needed a better way to capture, track, and act on field activity in real time
Problem
Home sales data was spread across spreadsheets, emails, and delayed updates from the field. Amherst’s sales and marketing teams struggled to coordinate open house events, monitor offers, and keep up with agent activity—all of which hurt go-to-market strategy and slowed down follow-up. The need was clear: a simple, scalable way to bring sales insights into one place, without overwhelming teams or introducing new manual work.
Process
With Fortimize, Amherst implemented a custom Salesforce Experience Cloud portal tailored to field agents. The portal gave sales reps a lightweight way to log offers, open house details, and activity updates directly into Salesforce—where workflows, approvals, and reporting kicked in automatically. The result was a single source of truth for sales leadership, marketing, and operations, all built on the existing Salesforce infrastructure.
Results
Sales teams got faster, more accurate insights. Agents spent less time sending updates and more time selling. Marketing efforts became more targeted and timely. Without adding overhead, Amherst turned its scattered activity into real-time strategy—ensuring each opportunity got the attention it deserved.
Executive Outcomes | Operational Impact | Technical Shift |
|---|---|---|
Unified sales data | Reduced follow-ups | Low-code portals |
Reduced lag time | Aligned marketing and sales
| Scaled data collection |
Impact on Buyers & Renters
Prospective homebuyers experienced faster follow-up and clearer communication.
With real-time updates flowing from the field to headquarters, agents could respond quickly to interest, offers were tracked without delay, and buyers had a more consistent, professional experience from start to finish.
