Nationwide Retail Real Estate Operator
Solution Stack
Sales Cloud, Service Cloud
Business Units
Leasing, Operations, Technology
Services
Advisory, Implementation
Timeline
30 weeks
From Misstep to Momentum
A mid-market company faced serious frustrations after a failed Salesforce rollout. The organization was at a pivotal choice, either abandon the platform or rebuild it the right way.
A previous partner’s implementation had stripped away critical workflows and left teams relying on manual workarounds. Fortimize entered not to defend the technology, but to restore trust. Through our Delivery as a Service model, we rebuilt Salesforce around how the business actually runs, turning a source of friction into a foundation for growth.
Problem
The company’s operations and intake teams were ready to modernize, but the previous partner’s effort went sideways. Instead of listening to the organization’s needs, they imposed a one-size-fits-all solution that stripped out critical workflows and left teams guessing. Approvals slowed, manual workarounds multiplied, and internal confidence eroded. Frustration ran so deep that leadership considered walking away from Salesforce altogether.
Process
The client believed the answer was more data. The real need was better connections between the systems they already had, not a missing dataset, but the manual lift required to move information from one platform to another.
Under Delivery-as-a-Service, that kind of shift was a decision, not a contract event. Cost was predictable, capacity was transparent, and progress was visible week over week.
Integrations with the company’s core systems of record reconnected critical data flows and eliminated the manual re-entry that had slowed progress. Approvals became structured, predictable, and fast again, restoring confidence in both the process and the platform.
Results
In a matter of months, they went from frustration to full adoption. Internal teams gained visibility and consistency, end users gained transparency, and leadership saw measurable momentum. What had once been a failed implementation turned into a flagship success story, proving that when technology fits the people, not the other way around, results follow. The renewal sealed it. Salesforce wasn’t the problem.
The right partner made all the difference.
Executive Outcomes | Operational Impact | Technical Shift |
|---|---|---|
Rescued Investment | Eliminated Manual Work | Scalable Automation |
Streamlined Leasing | Compliance Speed | Unified Data |
Impact on Tenents
End users immediately felt the difference. What had once been a confusing, paper-heavy process became a clear, digital journey from start to finish. Faster approvals, real-time communication, and a sense of consistency rebuilt user confidence and set a new standard for the experience.
