Case Study: Spirit Realty achieves transparent workflow automation with Accelerize 360

Spirit Realty streamlines operations across 2,000 properties with Accelerize 360

Spirit Realty, a real estate investment trust, faced challenges with inefficient manual processes reliant on static Excel spreadsheets, which caused departmental silos and a lack of transparency. To address this, they partnered with the vendor Accelerize 360 for Salesforce consulting services, aiming to automate key workflows like Tenant Disbursement and Tenant Financials.

Accelerize 360 implemented a solution that transformed those manual spreadsheets into transparent, automated Salesforce workflows. This provided company-wide visibility, instant process notifications for improved efficiency, and new reporting capabilities. As a result, Spirit Realty enhanced internal communication and operational efficiency, with plans to expand their use of Salesforce for further process automation and tenant engagement.

Spirit Realty