Case Study: Commercial Mortgage Broker Company streamlines CRM and automates processes with XCentium and Salesforce

Commercial Mortgage Broker Company - Customer Case Study

Commercial Mortgage Broker Company worked with XCentium to address the complexity of managing commercial real estate deals and relationships. The customer needed a robust CRM for tracking intricate processes and rules across properties, projects, borrowers, lenders, owners, shareholders, and related entities, and Salesforce was the platform used to support those needs.

XCentium implemented Salesforce with a mix of default and custom objects, multi-level hierarchies, workflows, reporting, and custom triggers to track project status. The solution also integrated Google Docs for document storage and file management, along with lead, opportunity, account, and correspondence management. As a result, the customer’s business processes became streamlined and more automated, improving how the company conducts its business.