Salesforce for Growth in Real Estate: Property Acquisition & Occupancy Case Study
⏱ 2 min read
Salesforce Real Estate Case Study
By implementing Salesforce, Kizzy Consulting helped a real estate business improve property acquisition efficiency and gain better visibility into occupancy across its co-living rented spaces.
Executive Quick Answer
Kizzy Consulting implemented Salesforce for a real estate company with more than 100 properties converted into co-living spaces. The solution automated the property acquisition process, created a cross-functional acquisition team, integrated peripheral management systems, and provided a centralized view of co-living occupancy data.
Challenge: Managing Real Estate Property Acquisition and Co-Living Occupancy
Our client has been in the real estate business for more than 10 years and has acquired more than 100 properties, converting them into co-living spaces.
To automate the property acquisition process, the client wanted a system capable of managing the complete process lifecycle, including site evaluation, resource management, relationship tracking, and critical document storage on a need-to-know basis. The company also wanted a single view of all rented co-living spaces to improve visibility into occupancy.
Real Estate Challenge
Property Acquisition Management
The business needed a centralized way to evaluate properties and coordinate the teams involved before making an acquisition decision.
Occupancy Challenge
Co-Living Occupancy Visibility
Occupancy information was spread across peripheral management systems, making it difficult to maintain a single, consolidated view of rented spaces.
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Action: Salesforce Implementation for Real Estate
Kizzy Consulting implemented Salesforce to provide the client with an automated property acquisition process and a centralized view of occupancy across its rented co-living spaces.
1. Salesforce Property Acquisition Process Automation
The property acquisition process was automated by creating an acquisition team that included Insurance, Renovation, Audit, and Finance. Each function could verify the required parameters before the business proceeded with purchasing a property.
Property Screen
Team Creation
Acquisition Team Assignment
2. Salesforce Occupancy Management and Reporting
The client needed a single view of the percentage occupancy of all rented co-living spaces. Kizzy Consulting integrated the peripheral management systems with Salesforce to pull the required data into a centralized reporting environment.
Occupancy reporting was made available across monthly, quarterly, half-yearly, and yearly periods.
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Result: Efficient Real Estate System and Increased Revenue
Kizzy Consulting’s Salesforce implementation delivered improvements across property acquisition and co-living occupancy management.
Lower Risk
Automated property acquisition processes helped reduce the risk of faulty properties being purchased.
Better Visibility
A consolidated view of co-living occupancy provided clearer visibility into the performance of rented spaces.
Higher Revenue
Improved occupancy visibility contributed to increased occupancy rates and higher revenue.
The centralized system also helped the client evaluate property worth using a clearer picture of occupancy and property performance.
Salesforce for Real Estate
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Frequently Asked Questions About Salesforce for Real Estate
How can Salesforce help real estate businesses manage property acquisition?
Salesforce can centralize property acquisition workflows, property screening, evaluations, team assignments, document management, approvals, and other activities involved in the property acquisition lifecycle.
Can Salesforce automate property acquisition for real estate companies?
Yes. Salesforce can be configured to automate and track different stages of property acquisition. In this case study, the solution created a structured acquisition team involving Insurance, Renovation, Audit, and Finance before a property could be purchased.
How can Salesforce improve co-living occupancy management?
Salesforce can integrate with peripheral property management systems and consolidate occupancy information into a centralized CRM and reporting environment, giving real estate teams a clearer view of rented spaces.
Can Salesforce integrate with real estate property management systems?
Salesforce can integrate with external property and management systems to bring relevant information into a centralized environment. This can support reporting, automation, and better visibility across real estate operations.
What are the benefits of Salesforce implementation for real estate?
Salesforce implementation can help real estate businesses centralize property information, automate workflows, coordinate acquisition teams, integrate third-party systems, improve reporting, and gain better visibility into property performance.
How does Salesforce help real estate businesses increase revenue?
Salesforce can help real estate organizations improve operational visibility and automate processes that influence acquisition, occupancy, customer management, and reporting. In this case study, better occupancy visibility contributed to increased occupancy rates and higher revenue.
How can Kizzy Consulting help with Salesforce for real estate?
Kizzy Consulting helps real estate businesses with Salesforce consulting, implementation, development, integrations, automation, and AI solutions. Solutions can be designed around property acquisition, occupancy management, reporting, CRM workflows, and broader operational requirements.
Kizzy Consulting
Kizzy Consulting is a Salesforce Consulting Partner and has successfully implemented 100+ Salesforce projects for 100+ clients across sectors such as Financial Services, Insurance, Retail, Sales, Manufacturing, Real Estate, Logistics, and Healthcare across the US, Europe, and Australia.
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