Case Study: The Amherst Group streamlines field sales tracking with Fortimize and Salesforce Experience Cloud

The Amherst Group streamlines field sales tracking in 12 weeks with Fortimize

The Amherst Group, a national real estate investment and property management firm, faced challenges tracking field sales activity due to data scattered across spreadsheets and emails. This disjointed process slowed follow-ups and hurt sales and marketing coordination. They partnered with Fortimize to implement a solution using Salesforce Experience Cloud.

Fortimize built a custom Experience Cloud portal that provided field agents a simple way to log data directly into Salesforce. This created a single source of truth and automated workflows. The solution gave Amherst sales teams faster insights, reduced manual update tasks for agents, and enabled more targeted marketing efforts, all without adding operational overhead.

The Amherst Group