National Retail Property Operator
Solution Stack
Salesforce Sales Cloud
Business Units
Marketing, Revenue Operations
Services
Advisory, Implementation, DaaS
Timeline
12 weeks
Replace Spreadsheets with Salesforce
A national retail real estate group with locations across the U.S. was experiencing rapid growth, but struggled to keep store openings on track. Critical launch dates were buried in spreadsheets, emails, and siloed tools, making it difficult to forecast accurately or respond quickly when issues arose.
Problem
Marketing partnerships were thriving—but the tools behind them weren’t. Spreadsheets had reached their limit. As teams tried to manage ad-space sales, renewals, and campaign timelines, poor inventory visibility and incomplete data became daily roadblocks. Errors crept in, renewals slipped through the cracks, and revenue opportunities were left on the table. What should have been a driver of growth instead became a source of frustration and risk.
Process
Fortimize stepped in with a smarter approach. By enhancing Salesforce’s marketing capabilities, Fortimize gave teams a single, reliable platform to track inventory, manage renewals, and forecast revenue. No more chasing down scattered spreadsheets or second-guessing reports—leaders and marketing teams could now see the full picture in one place, with data they could trust.
Results
The impact was immediate. Reporting became faster and clearer, campaign coordination improved, and renewal tracking was accurate and seamless. Executives gained visibility into ad-space revenue, operations gained efficiency, and partners gained confidence in timelines and deliverables. With Salesforce as the foundation and Fortimize as the guide, marketing partnerships transformed from reactive to proactive—unlocking new opportunities for growth.
Executive Outcomes | Operational Impact | Technical Shift |
|---|---|---|
Smarter decisions | Improved renewal tracking | Simplified data flows |
Reduced partner risk | Streamlined reporting | Improved ad-space modules |
Impact on Prospects
The improvements led to more accurate reporting and clearer visibility into campaign timelines, which in turn helped reduce delays in both contract execution and renewals. This enhanced efficiency, supported smoother operations, and better planning across teams.
