Spirit Realty is a real estate investment trust (REIT) headquartered in Dallas, Texas. As specialists in acquisitions, asset and portfolio management and deep research within the real estate market, Spirit has grown their portfolio to over 2000 owned properties, leasable across 49 states in North America.
Spirit Realty relied on static Excel spreadsheets for manual business processes. This was inefficient and resulted in a lack of transparency among the many departments within the company. Spirit had already purchased a Salesforce license; they assigned Sherry Berry, a thirty-year IT veteran, to unlock its sheer power. Berry had a vision for transformative automated workflows, but knew she needed outside Salesforce consultants to turn her ideas into reality.
Of these goals, Tenant Disbursement (TD) and Tenant Financials (TF) proved to be majorprojects and the biggest challenge to implement.
A360 helped Spirit Realty surmount their biggest obstacle by converting Tenant Disbursement and Tenant Financials into a transparent workflow. Only existing as static spreadsheets before A360’s help, TD and TF are now readily available to the whole company.
Spirit will continue to abolish spreadsheets in favor of creating more case workflows through Salesforce. This gives everyone on their team a clear view of their tasks and inspires easier communication between departments. The company will also take advantage of Salesforce to communicate more effectively with their tenants, boosting sales engagement.