Salesforce Team Empowers A Rapidly Growing Real Estate Investment Firm

July 22, 2018
Author: HigherEchelon's Salesforce Team

As a registered Salesforce implementation partner, we pride ourselves on providing our clients with the best possible solutions to meet their business needs. We work with a variety of businesses, each presenting a unique challenge of deciphering the optimal combination of customization and standard functionality. Within the Financial Services (aka FinServ) sector, there is a rather complex sub-sector known as private equity or even more broadly alternative asset management. We possess intimate knowledge of this industry due to Salesforce experience with other similar enterprises, such as The Carlyle group. When working with other clients in this sector, we apply our industry experience to design unique Salesforce solutions tailored to the industry requirements.

As an example, we were engaged by the rapidly growing real estate private equity firm Federal Capital Partners (FCP) which needed assistance implementing Salesforce. Specifically, FCP needed a robust Customer Relationship Management (CRM) tool optimized to allow their core business units, Deal Management and Investor Relations, to capture, track, and report on data in a variety of areas including property transactions, pipeline data, communications, investor activity, and fund documentation. The data also needed to be centralized and organized in an efficient manner. To learn more about how we helped FCP overcome their challenges with a tailored Salesforce Sales Cloud implementation, please view our latest case study.

Hear what FCP’s leadership team had to say about our work:

“This is the best implementation we have ever completed. It is the first implementation completed on-time and on-budget.”
– Lacy Rice-Federal Capital Partners, Managing Director

“We brought HigherEchelon onboard to help us thoughtfully and quickly implement new capabilities across our Salesforce instance. Their expertise, especially in the private equity space, was extremely valuable as we desired to utilize as many best practices and previous lessons learned in our implementation. Additionally, they were extremely responsive to our needs and requests, including being onsite to help troubleshoot development of our production roll out to the business. HigherEchelon consistently worked to our schedule and scope, and delivered a product on time and within budget.”
– Brian Cohn – Federal Capital Partners, Director of Information Technology