Our goal was to implement a centralized CRM to replace disjointed spreadsheets and manual processes—creating a streamlined, scalable system to support TSB’s growth.
We set out to unify operations across TSB Realty and TSB Capital by centralizing data, improving visibility into key metrics, and enabling better team collaboration. In doing so, we aimed to reduce manual work, break down silos, and lay the groundwork for long-term scalability and efficiency.
Port & Starboard conducted a comprehensive review, starting with a Chart Your Course and Proof of Concept demonstrating:
✅ Centralized Data Management: A single system for managing client interactions, property portfolios, and deal histories.
✅ Account and Contact Management: Custom fields to track key details about sponsors, lenders, and equity partners, along with automation to streamline data entry and update contact information.
✅ Opportunity and Property Management: Separate processes for TSB Realty and TSB Capital, with the ability to share key property and valuation data across opportunities. Automation was built to manage portfolios, track offers, and handle valuations.
✅ Reporting and Dashboards: A robust set of real-time reports and dashboards to track engagement, revenue, listings, and give visibility into key metrics and enable data-driven decision-making.
✅ Automation & Workflow Optimization: Several automations were implemented to reduce redundant data entry, including automated task generation and activity tracking.
✅ Collaboration Enhancements: Tools for sharing property and valuation information between the Realty and Capital teams, reducing silos and improving deal flow.
The implementation of Salesforce has transformed TSB’s business processes, resulting in:
📊Enhanced Collaboration: A unified source of truth for all client and deal information
📊Increased Efficiency: The automation of key workflows reducing manual work and saving considerable time
📊Improved Data Visibility: Real-time access into key business metrics, helping the team to better track and forecast revenue
📊Scalability: With Salesforce they are well-positioned to scale their operations, handle increased volumes of transactions, and manage portfolios more effectively
This solution is ideal for for any business considering a CRM, including:
🔹Finance
🔹Real Estate
🔹Insurance
🔹Venture Capital
🔹Construction and Development
🔹Property Management
By implementing a customized Salesforce solution, TSB Companies have positioned themselves for future growth, scalability, and success in their industry. The transformation has allowed them to operate more efficiently, collaborate effectively, and make data-driven decisions that will drive their business forward.
Port & Starboard gave TSB the opportunity to see a personalized demonstration of how Salesforce could work for them by using their own data and real-life processes. This hands-on approach helped build trust and confidence in the solution.
If your business is exploring a CRM, let us show you what’s possible. A Chart Your Course with tailored Proof of Concept using your workflows and data can make all the difference in choosing the right path forward.
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Port & Starboard is a U.S. based technology consulting company. We specialize in Salesforce, WordPress website development, and Fractional CIO services.
