Salesforce Supports Investor Relations for a National DST Investment Firm

Industry

Real EstateInvestment

Services

Salesforce ImplementationFinancial Services Cloud

Technologies

Salesforce Sales CloudApexLightning Web ComponentsFlowsFinancial Services Cloud

Challenge

A national DST investment firm has offices in several major US cities.

Investor relationships, offerings and advisor communications needed a scalable CRM:

Large investor and advisor network.
Multiple offerings to track.
Compliance record-keeping.
Manual reporting.

The client chose Winklix as its Salesforce partner to design and deliver a better way of working.

Solution

Winklix delivered a Salesforce solution tailored to the real estate investment firm's processes and goals.

Investor and advisor records

Investors, advisors and relationships managed centrally.

Offerings

Offerings and investor interest tracked.

Communications

Activities and communications recorded for compliance.

Reporting

Pipeline and investment reporting.

Real Estate Investment Firm solution delivered by Winklix

The Approach

Discovery workshops — We documented current processes, data and pain points with the client's sales and operations teams.
Configure before customising — Standard Salesforce features were used wherever possible, with custom code only where it added clear value.
Iterative delivery — Work was delivered in short sprints with regular demos so the team could give feedback early.
Training and handover — Admins and users were trained, and documentation was handed over for long-term ownership.

Outcome

The engagement delivered clear, practical results for the client:

Organised investor and advisor relationships.
Clear tracking of offerings.
Better compliance records.
Faster reporting.

Real Estate Investment Firm

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Challenge

A national DST investment firm has offices in several major US cities.

Investor relationships, offerings and advisor communications needed a scalable CRM:

Large investor and advisor network.

Multiple offerings to track.

Compliance record-keeping.

Manual reporting.

The client chose Winklix as its Salesforce partner to design and deliver a better way of working.

Solution

Winklix delivered a Salesforce solution tailored to the real estate investment firm's processes and goals.

Investor and advisor records

Investors, advisors and relationships managed centrally.

Offerings

Offerings and investor interest tracked.

Communications

Activities and communications recorded for compliance.

Reporting

Pipeline and investment reporting.

The Approach

Discovery workshops — We documented current processes, data and pain points with the client's sales and operations teams.

Configure before customising — Standard Salesforce features were used wherever possible, with custom code only where it added clear value.

Iterative delivery — Work was delivered in short sprints with regular demos so the team could give feedback early.

Training and handover — Admins and users were trained, and documentation was handed over for long-term ownership.

Related Case Studies:

Warehouse Management Software Provider

Salesforce Streamlines Sales and Customer Onboarding for a Warehouse Management Software Provider

Read full post

Online Fitness Community

Salesforce Helps an Online Fitness Community Engage and Retain Members

Read full post

B2B Services Company

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Read full post

Essential

Analytics

Marketing

Salesforce Supports Investor Relations for a National DST Investment Firm

Challenge