Bedrock

Salesforce Transforms End-to-End Contract Management Lifecycle

BEDROCK

Impacting Urban City Growth with Contracting Solution

In downtown Detroit and Cleveland, Bedrock operates as a full-service commercial real estate firm dedicated to urban core development. Seeking to bolster community growth, Bedrock pursued a centralized platform to manage the entire contract management lifecycle.

Teaming up with Fortimize, Bedrock leveraged Salesforce to overhaul its end-to-end contract process. Through tailored configurations and third-party integrations, they streamlined workflows and simplified data entry, resulting in a user-friendly solution for business users.

Four months after implementation, Bedrock has generated over 1,600 contracts. Equally significant is the cultural shift occurring within the organization regarding technology adoption. With a successful first Salesforce implementation, Bedrock is ready for its next project: a new commercial leasing CRM. By refining its deal negotiation, approval, and lease documentation processes, Bedrock aims to attract more businesses and residents to downtown Detroit and Cleveland.

The Solution

Contract Workflow: Created a lead-to-contract solution to track requests from application through contract execution.
Integration: Built a two-way integration between Bedrock's data warehouse and Salesforce to surface key Yardi data related to the contracting process.
Document Workflow: Configured document generation and e-signature platforms within Salesforce to support internal contracting and signature execution.

Technology Stack

Sales Cloud, Yardi, Nintex, Box

Years of Partnership

2023—Present

BEDROCK

4.8/5 CSAT

This marked Bedrock's initial journey into Salesforce and the first project integrating two applications. Fortimize played a pivotal role in enhancing our contracting experience and ensuring self-sustainability for future enhancements. This collaboration extends beyond a single project; it's about establishing a long-term partnership.

Amanda Gibb, Chief Information Technology Officer