Real Estate & Property
Teall Acquisitions
A portfolio CRM foundation for three sales organizations inside one Salesforce instance.
Teall Acquisitions needed one Salesforce foundation across Accorin, TPG/Team Rights, and Riddle & Bloom while preserving division-specific sales context.
Operating challenge
Three teams needed one platform without creating confusion or over-contacting prospects. The migration included roughly 1,200 accounts, hundreds of opportunities, leads, tasks, historical data, duplicate management, record types, opportunity splits, dashboards, and user adoption standards.
What Lodestone shaped
- Designed record types and division structure across standard Salesforce objects.
- Migrated Zoho accounts, opportunities, leads, tasks, and related history into Salesforce.
- Mapped a uniform sales process while preserving division-specific visibility and reporting.
- Supported duplicate management, dashboarding, mobile usage, training, and adoption planning.
Resulting direction
- The company gained one Salesforce instance without flattening the identity of its divisions.
- Teams had a clearer way to see shared prospects and reduce accidental overlap.
- Leadership had a better reporting foundation across three sales organizations.
Profile context
Multi-division acquisition and portfolio company
Portfolio organization bringing multiple sales teams and division-specific relationship networks into one Salesforce foundation.
Meet the people behind connected delivery.
Explore the leadership and specialist responsibilities that connect business priorities, architecture, and implementation.