Case Study: Capital Advisory Firm Achieves Scalable Deal Management with Fortimize and Salesforce

Capital Advisory Firm centralizes deals in 24 weeks with Fortimize

A capital advisory firm specializing in commercial real estate faced challenges with its fragile, homegrown CRM system that could not scale with its growing deal volume. This forced brokers to rely on manual processes and spreadsheets for investor targeting and deal tracking, which reduced their focus on client relationships. The firm partnered with Fortimize to implement a solution using Sales Cloud.

Fortimize replaced the legacy system with a scalable Salesforce environment built around brokerage workflows. This centralized deal management and used Marketing Cloud to automate investor targeting. The solution integrated additional tools like Sales Dialer and Spiff to streamline outreach and commission tracking. As a result, Fortimize provided the brokers with a unified view of their pipeline, drastically reduced time spent on manual research, and enabled faster, more precise capital placement for their clients.