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CASE STUDY

National Residential Brokerage: Salesforce for Agent + Customer Lifecycle

A national residential brokerage unified agent + customer lifecycle on Salesforce. Agent productivity up 32%; customer NPS up 28 points.

May 9, 2026 · 2 min read · By admin
At a glance
+32% CHANGE
Industry
Real Estate
Topics
Sales Cloud · Salesforce · Service Cloud
Published
May 2026
Headline outcome
+32% Agent productivity: +32%

Measured outcomes

What this programme actually delivered.

+32%

Agent productivity: +32%

+28

Customer NPS: +28 points

3.4

Cross-agent referral rate: up 3.4×

18,000

18,000 agents on unified platform

The challenge

A national residential brokerage’s 18,000 agents used inconsistent technology. Cross-agent referrals were manual; customer experience varied wildly.

What we built

Salesforce Sales + Service Cloud unified platform. Agent-team collaboration. Customer-lifecycle tracking from lead through closing through past-client engagement.

Outcomes

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