Colliers

Business-driven digital transformation

Together with Colliers’ Digital Projects team in Germany, we continuously evolve business processes through Salesforce – from business requirements to user-centric solutions. The result: solutions that are technically robust, work in day-to-day operations, and remain scalable.

Intelligent matching
Matching customer requirements with properties.

Rollout across new business areas
Supporting scale across the German market.

Optimized Salesforce interfaces
Tailored to different business requirements.

Efficient proposal creation
Through automated sales documents.

Capability building
Enabling independent development.

Intelligent matching
Matching customer requirements with properties.

Rollout across new business areas
Supporting scale across the German market.

Optimized Salesforce interfaces
Tailored to different business requirements.

Efficient proposal creation
Through automated sales documents.

Capability building
Enabling independent development.

Digital transformation starts with the right process

Simply digitizing an existing process does not make it better. That’s why we regularly work with Colliers to analyze and challenge existing workflows, requirements, and opportunities for improvement before translating them into efficient, user-centric solutions in Salesforce.

The result is digital processes that bring together business requirements, technical capabilities, and user needs – from intelligent matching to the automated creation of complex sales documents.

The starting point

As more business areas and processes move into Salesforce, requirements become increasingly diverse.

At Colliers, Salesforce is continuously evolving to support new locations, business lines, and asset classes. The challenge is to meet different user needs while designing processes that remain scalable and maintainable over time. After all, new functionality only creates real value when it not only works, but is also understood and adopted by users.

Our approach

Understand existing processes

Analyze current processes and identify opportunities for improvement.

Design future-state processes

Translate requirements into efficient, user-centric target processes.

Validate & implement solutions

Validate changes early and implement them iteratively in sprints.

Drive adoption & optimize

Engage key users, measure adoption, and optimize where it matters.

Challenges & solutions

Requirements management

Colliers’ different business lines and asset classes each come with their own processes, requirements, and user needs.

Our solution: In focused working sessions, we analyze and document existing processes together with the relevant expert groups and translate their requirements into efficient future-state processes in Salesforce.

Process design

Optimized processes need to balance business requirements, scalability, and intuitive user experiences.

Our solution: We translated requirements into concrete Salesforce processes, assessed technical constraints, and used mock-ups to validate the proposed implementation. The resulting future-state processes created structure, consistency, and a solid foundation for further development.

Stakeholder Management

When developing solutions across different business areas, the requirements and perspectives of different stakeholders need to be aligned early on.

Our solution: By working closely with expert groups and key users, we continuously incorporate the relevant perspectives, create transparency around planned functionality, and validate requirements early in the process.

User adoption

New functionality only creates lasting value when users understand it and consistently use it in their day-to-day work.

Our solution: In addition to involving key users from an early stage, we drive adoption through a combination of live training sessions, online modules, and short videos that users can access whenever they need support.

In their words

“What we really value about working with you is the way you approach problems, challenge existing processes, and analyze them thoroughly. You carefully weigh the options to find the best solution for the problem at hand.”

– Henning Steinbach, Head of Digital Projects @ Colliers

About Colliers

Colliers is one of the world’s leading real estate advisory firms, providing services across the entire real estate lifecycle – from leasing and sales to consulting, development, and property management. Its international setup and diverse business lines create complex requirements for process digitalization. In Germany, the Digital Projects team drives this transformation, using Salesforce as a central cloud-based platform for customer and market data.

  • Industry: Real estate advisory
  • Employees: Approx. 24,000 worldwide
  • Global presence: 70 countries
  • Technology foundation: Salesforce for customer & market data

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