What we truly value about working with you is your approach to tackling problems and questioning and analysing processes. You weigh up very carefully what the optimal solution actually is.

Henning Steinbach, Head of Digital Projects

Our brief

Operating in more than 60 countries, Colliers drives success for its clients through first-class services across the entire real estate lifecycle. To ensure these high service standards continue, we work closely with Colliers’ German Digital Projects team to digitalise business processes across multiple business lines and asset classes.

Our client

Outstanding service excellence and deep market expertise make Colliers one of the leading real estate consultancies worldwide.

From leasing and sales to development and management of commercial real estate, Colliers delivers premium solutions throughout the entire property lifecycle.

To maintain these high standards, the Digital Projects team has built a state-of-the-art, cloud-based Salesforce platform for the efficient management of customer and market data.

Our collaboration

Staying one step ahead through continuous development:
To ensure first-class service for customers and prospects, Salesforce is continuously extended to support new departments and business processes.

At Colliers, this is driven by a strong team consisting of a project and product manager, business analysts, technical architects and developers.

We support the team in its platform transformation, with a particular focus on requirements management, stakeholder communication and iterative process optimisation.

Continuous optimisation of processes and UI

As a long-standing partner, we work with Colliers’ Digital Projects unit to digitalise business processes across various business units and asset classes in two-week sprints.

To analyse current processes, we conduct focused workshops with subject-matter experts and document workflows using structured process models.

Once a deep understanding of existing processes and optimisation potential has been established, we collaborate with UI/UX experts to design efficient target processes in Salesforce. Particular emphasis is placed on a sustainable Salesforce architecture and user-centric design. Planned changes are visualised and validated using mock-ups. 

During analysis, you always look at things through a technical lens and know exactly where the limits are. At the same time, you’re able to explain complex topics in a very non-technical, user-friendly way.

Henning Steinbach, Head of Digital Projects

Close alignment with key user groups allows us to continuously optimise new features and ensure that user requirements are fully met.

You bring users on board extremely well. They understand the planned features and support the implementation because they’re involved early and understand the goal.

Henning Steinbach, Head of Digital Projects

Complex requirements, efficiently implemented

A particular challenge in a recent project was the generation and automated delivery of exposés and other sales documents. Two key questions arose:

1. How can we ensure that Salesforce data with complex population logic is displayed correctly in documents?
2. How can we maintain high design standards in automatically generated files?

Together, we conducted a detailed comparison of available document generation tools and validated them against these complex requirements.

After selecting the most suitable solution, we designed processes that enable fast and simple offer creation and automated sending directly from Salesforce.

To ensure successful adoption across different business units, we complemented live training sessions with short videos and handouts that users can access at any time. The combination of close collaboration with key users and multiple training formats has led to high user acceptance of the platform.

I’m always delighted when a beautifully formatted, automatically generated email goes out to customers from Salesforce. That’s when I know the users truly enjoy working with the new system.

Henning Steinbach, Head of Digital Projects

Key results

• Design of intelligent processes for efficient matching of customer requirements and properties
• Rollout of the platform to new departments within the German market
• Development of industry-optimised screens for various business lines and asset classes
• Joint evaluation and further development of a tool for rapid generation and distribution of complex sales documents
• Enablement of the internal Salesforce unit