Case Study: CRE Brokerage Restores Deal Visibility and Referral Tracking with Fortimize and Salesforce

CRE Brokerage restores deal visibility for 2,100 brokers with Fortimize

Fortimize partnered with CRE Brokerage, a national commercial real estate investment brokerage, which was facing challenges with its existing Salesforce CRM. The system had become overly complex and difficult for its 2,100 brokers to use, leading to poor adoption. As a result, deal activity was fragmented, referral tracking was ineffective, and overall pipeline visibility had declined across the organization.

To address this, Fortimize redesigned and streamlined the Sales Cloud implementation, rebuilding core objects to better support real estate workflows. They also implemented an Experience Cloud portal for referrals and a centralized service desk. This solution restored trust in the system, providing brokers with a single place to manage deals and track referrals. The results included improved pipeline visibility, better cross-office collaboration, and brokers reclaiming time previously spent on manual workarounds.