Salesforce Real Estate Investment Trusts: Unifying Acquisitions, Development, Asset Management, and Investor Relations

"By implementing Salesforce, Red Stone was able to provide real-time data to our Originations staff via the website and most importantly, via the app. Red Stone successfully automated pipeline reporting to monitor deal status and timing to close each transaction. Through API calls, Salesforce is linked to Red Stone’s proprietary portfolio management database, Symphony, and thus reduced manual, duplicate data entry. Winning!"

AJ Clark

Senior Director - Operations

About Red Stone Equity Partners

Red Stone Equity Partners is a leading real estate investment firm specializing in the syndication of Low Income Housing Tax Credits and Renewable Energy Tax Credits to facilitate the development of affordable multifamily housing communities and renewable energy projects.

Business Case

Red Stone was using Smartsheet and proprietary back-end systems for managing acquisitions, asset management, development, and project management. They were looking for a central source of truth for all business processes and eliminating the use of disparate systems. 


Red Stone turned to Salesforce and Plative to implement Salesforce Sales Cloud. This allowed them to streamline processes across acquisitions, development, and asset management with respect to managing acquisitions pipelines, project tracking, investors, funds, and marketing initiatives. Nintex was implemented as a simple, automated document generation tool for investor reports and pitch decks. Plative also built a custom integration with their backend system. 


Salesforce provided a clean line of sight into regional performance across various geographies and improved communication and collaboration within business development, acquisitions, and investor relations. It streamlined and automated business processes and created a central source of truth for all their data. 

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