Salesforce Consulting and Implementation

case study

Manual errors on listing sites. Slow applicant verification. No e-signatures. We fixed all three.

Manual errors on listing sites. Slow applicant verification. No e-signatures. We fixed all three.

Connecting a property investment fund's Salesforce environment to the platforms, verification tools, and e-signature workflows its business actually runs on. 

Connecting a property investment fund's Salesforce environment to the platforms, verification tools, and e-signature workflows its business actually runs on. 

Most CRM and ERP partners stop at implementation. We stay focused on business impact.Most CRM and ERP partners stop at implementation. We stay focused on business impact.Most CRM and focused

Most CRM and ERP partners stop at implementation. We stay focused on business impact.Most CRM and ERP partners stop at implementation. We stay focused on business impact.Most CRM and focused

Overview

01

An Australia-based fund manager specializing in property-backed investments and development lending. 

An Australia-based fund manager specializing in property-backed investments and development lending. 

About

About

Client: CFMG Capital

Client: CFMG Capital

Industry: Financial services

Industry: Financial services

Location: Australia

Location: Australia

Scope of work

Scope of work

Custom estimation and budgeting engine

Custom estimation and budgeting engine

Omni-Channel case routing and workflow automation

Omni-Channel case routing and workflow automation

Apollo.io, HubSpot, LinkedIn & DocuSign integrations

Apollo.io, HubSpot, LinkedIn & DocuSign integrations

Salesforce data cleanup and storage optimization

Salesforce data cleanup and storage optimization

Validation, governance and process automation

Validation, governance and process automation

Tech stack

Tech stack

Salesforce Sales Cloud

Salesforce Sales Cloud

Amazon S3

Amazon S3

Frankie One

Frankie One

Conga Salesforce Signature Pad

Conga Salesforce Signature Pad

Custom development

Custom development

Jira

Jira

background

02

CFMG Capital's Salesforce wasn't talking to the platforms the business ran on. 

CFMG Capital's Salesforce wasn't talking to the platforms the business ran on. 

Challenge

Challenge

CFMG Capital's Salesforce environment was not connected to the platforms their business depended on. Incorrect data was appearing on listing websites (REA and Domain) because records were entered manually rather than synced automatically. Every mismatch required manual correction. 

Applicant verification was time-consuming. Fund investors were verified manually, creating delays in a process that needed to move quickly. There was no e-signature capability, meaning document workflows relied on offline processes. Email triggers for sales process updates were not configured. And the system needed an audit for performance issues that had accumulated over time. 

CFMG Capital's Salesforce environment was not connected to the platforms their business depended on. Incorrect data was appearing on listing websites (REA and Domain) because records were entered manually rather than synced automatically. Every mismatch required manual correction. 

Applicant verification was time-consuming. Fund investors were verified manually, creating delays in a process that needed to move quickly. There was no e-signature capability, meaning document workflows relied on offline processes. Email triggers for sales process updates were not configured. And the system needed an audit for performance issues that had accumulated over time. 

Are disconnected systems creating data problems in your Salesforce environment? Book a 15-minute call

We'll identify where the gaps are and what integration would fix them.

Book your session

Facing similar challenges in your Salesforce org? Book a 15-minute call

We'll identify where the gaps are and what integration would fix them.

Book your session

the process

03

Approach

Approach

STEP

01

Integrated Salesforce with listing platforms

Connected Salesforce to REA and Domain via REST API, eliminating manual data entry and ensuring listings are always accurate and up to date. Connected Amazon S3 for image and document URL management.

02

Automated applicant verification

Integrated Frankie One for real-time applicant verification, removing the manual verification process for fund investors and cutting processing time significantly.

03

Deployed e-signature workflows

Implemented Conga for document templates and Salesforce Signature Pad for e-signatures, replacing offline document processes with automated digital workflows.

04

Configured email triggers and issue tracking

Set up email triggers for key sales process updates and established Jira for issue tracking and structured development workflow.

Results

04

From manual, disconnected processes to an integrated Salesforce ecosystem

From manual, disconnected processes to an integrated Salesforce ecosystem

+

Accurate listings, zero manual entry

Accurate listings, zero manual entry

Salesforce integrated with REA and Domain via REST API, eliminating manual listing errors, with Amazon S3 connected for image and document URL management.

Salesforce integrated with REA and Domain via REST API, eliminating manual listing errors, with Amazon S3 connected for image and document URL management.

+

Faster applicant verification

Faster applicant verification

Frankie One integrated for automated, real-time applicant verification, cutting processing time for fund investors.

Frankie One integrated for automated, real-time applicant verification, cutting processing time for fund investors.

+

End-to-end e-signature workflows

End-to-end e-signature workflows

Conga and Salesforce Signature Pad deployed, replacing offline document processes with automated digital workflows.

Conga and Salesforce Signature Pad deployed, replacing offline document processes with automated digital workflows.

+

Structured operations

Structured operations

Email triggers configured for sales process updates, and Jira established for structured issue tracking.

Email triggers configured for sales process updates, and Jira established for structured issue tracking.

The bottom line

CFMG Capital's Salesforce environment was disconnected from the platforms, verification tools, and document workflows the business relied on, creating manual errors, slow investor verification, and offline document processes.

We integrated Salesforce with REA, Domain, and Amazon S3, automated applicant verification with Frankie One, and deployed e-signature workflows with Conga and Salesforce Signature Pad. The result was accurate listings, faster verification, and a fully digital document workflow.

CFMG Capital's Salesforce environment was disconnected from the platforms, verification tools, and document workflows the business relied on, creating manual errors, slow investor verification, and offline document processes.

We integrated Salesforce with REA, Domain, and Amazon S3, automated applicant verification with Frankie One, and deployed e-signature workflows with Conga and Salesforce Signature Pad. The result was accurate listings, faster verification, and a fully digital document workflow.

testimonial

05

“The efficiency and world-class service provided by the Sedin Salesforce team is unparalleled. They communicate clearly and always find solutions that align perfectly with our vision. We couldn't be more pleased with their delivery and dedication.”

“The efficiency and world-class service provided by the Sedin Salesforce team is unparalleled. They communicate clearly and always find solutions that align perfectly with our vision. We couldn't be more pleased with their delivery and dedication.”

Emma McInerney

Emma McInerney

Digital Marketing Manager, CFMG Capital 

 If manual processes and disconnected systems are slowing your team down, we can fix that.

 If manual processes and disconnected systems are slowing your team down, we can fix that.

Get a free Salesforce audit and a clear integration roadmap.

Book a call

Case Studies

06

Freatured projects

Freatured projects

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A fragmented org with performance issues and no DevOps process, rebuilt for stability, adoption, and sustainable growth.  

Consumer Products  

BSA  

BSA  

Field Service Lightning implementation, full DevOps enablement, and Sales and Service Cloud optimization delivered offshore across the Australian timezone.  

Field Services  

CFMG Capital

Salesforce Manual processes replaced with automated integrations, applicant verification, and e-signature workflows across a live Sales Cloud environment.

Financial Services

Better the Best.


SedCloud CRM,

A Division of Sedin Technologies 

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A Division of Sedin Technologies 

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