Discover all the key takeaways and highlights from the CloudShift & Salesforce Annual Property Summit 2021.

On Thursday 29th April we held the annual CloudShift & Salesforce Virtual Property Summit. We had over 150 guests attend and a fantastic line-up of Customer speakers sharing their insights on their digital transformation journeys as well as a number of in-depth solution demos from Salesforce and Tableau.

In total, we had 14 unique, insightful sessions covering a wide range of topics totalling 6 hours of amazing content tailored for the property and real estate industry. We have put together vignette highlights of each of our sessions so you can access all the valuable insights, lessons learnt and best practices whenever you need them.

The Summit was kicked off by CloudShift CEO Alastair Murray and Martin Corry, Regional Vice President at Salesforce, with an introduction and update on CloudShift and the wider Salesforce ecosystem. Our first breakout sessions featured five CloudShift Customers who each discussed the current state of their industry and the objectives and outcomes of their digital transformation projects and also shared their lessons learnt and best practice experiences. Amongst some of the topics covered were utilising Salesforce to achieve Customer centricity, enabling Customer 360 in contact centres and driving efficiencies in facilities management.

Our Customer sessions were followed by seven solution demos, that covered all the latest innovations from Salesforce and Tableau. These demos looked at the capabilities and functionality of many Salesforce products and provided an in-depth look at some of the benefits they can provide business in the property and real estate industry. The event was closed by CloudShift Customer Solutions Director David Kurtanjek and CloudShift Head of Customer Solutions Abi Chan who shared how CloudShift have worked with our many Customers to drive successful digital change and transformation across their organisations.

Below you will find details on all our speakers and we would be happy to personally talk you through their digital transformation journey and what Salesforce solutions would be most beneficial to your business.

Thank you to everyone who joined our event. We look forward to discussing how we can help your business along it’s Salesforce journey.

Customer Insights Breakout Sessions

Adapting and transforming within Commercial real estate
“I was really impressed with the way CloudShift came in and really quickly adapted to understand how we do things and impart their experience and their advice working with Salesforce to ensure we are aligned to best practices and getting the best results from our instance.”

Hammerson own and operate high-quality, flagship destinations and premium outlets in key cities across the UK and Europe. Hammerson utilises Salesforce as a foundation for allowing them to quickly adapt to the changing needs of their Customers and employees. The session with Scott Parris covers the role of blueprinting in digital transformation with Scott giving first-hand details of how the process laid the vital foundations for their digital change journey, including the crucial element of employee engagement and onboarding.

How digital is driving efficiency and CX within Facilities Management
“Salesforce provides us very very accurate data, that we can use to make important business decisions, and it’s there at the touch of a button.”

PHS is the leading hygiene services provider in the UK, Spain and Ireland with over 90,000 Customers. Steve Sullivan, IT Business Partner at PHS Group discusses how Salesforce has become central to their customer strategy and how they have embedded the platform across Sales, Service and Marketing, enabling them to deliver customer excellence across the entire organisation.

Achieving Customer centricity across the end-to-end home buyer & warranty experience
“The efficiency improvements in processes, provided by Salesforce has effectively given each of our Sales team about two weeks’ worth of time back over the last six months.”


CALA Homes, founded in 1875, is a premium national UK homebuilder with exceptional levels of Customer experience. Kenny Johnston, Director of Business Change, and Sally Jackson, Group Customer Experience Trainer, from CALA Homes discuss how Sales and Service Cloud have enabled them to achieve a customer-centric approach for the entire home buyer journey. Sally shares their tips and best practices for any business undergoing digital transformation including employee engagement.

Transforming the Customer Experience to make renting simple
“Salesforce is particularly beneficial for our staff, the platform provides our employees with the data and tools they need to give ongoing exceptional service to our residents.”

Enabling the Customer 360 in multi-channel contact centres
“Salesforce has made the customer experience much better, but also the staff enjoy the visibility it provides and they feel like they are helping the customers an awful lot more.”

Residential Management Group (RMG) is one of the largest and most respected property management companies in the UK with a portfolio spanning over 110,000 households. Mark Abram, Business Support Director discusses how RMG implemented Service Cloud across their multi-channel contact centres to generate a 360-degree view of the customer.

Industry innovations & solutions

Delivering Exceptional Service in the Field
With a focus on facilities management, this session, hosted by Rahul Gohil, Senior Solutions Engineer at Salesforce, looks into the role Service Cloud and Field Service Lightning can play in providing industry-leading Customer service including the management of call centres and helpdesks. Also covered is how to achieve higher levels of issue management and scheduled maintenance and services.

The Digital Home Buyer Experience
This session is hosted by CloudShift’s Head of Customer Solutions, Abi Chan. Abi details the impact Salesforce can have on the Digital Home Buyer Experience covering lead acquisition and nurture, the digital customer journey and resident portals. Discover how to deliver a whole new experience to your Customers when they are buying a home.

Growing Responsibly and Tracking Sustainability
Sustainability Cloud expert Fraser Jeffrey leads this demo, which showcases how the Salesforce product can help businesses create long-term sustainable value by anchoring sustainability into strategies and operating models. Learn how to track, analyse, and report environmental data to help reduce your carbon emissions and drive sustainability. This topic is rapidly climbing high on the agenda for many companies in your industry.

From Quote to Cash – Digitising the Revenue Lifecycle
This session demonstrates how Revenue Cloud can streamline and optimise lead and opportunity management for construction and facilities management suppliers and contractors. Ellie Walton and Gov Dhillon showcase how the Salesforce platform can drastically improve the efficiency of the quote to cash process. Discover how to bring sales and finance functions together so you can accelerate negotiated sales and help your Customers help themselves.

Creating Data Driven Cultures and Actionable Insights
This Tableau session investigates how Tableau’s fast analytics and data visualization tools can streamline asset and property reporting within commercial real estate. Presenters Jacob Clarke and Sarah Geary also take a look at the role of Tableau in generating insightful, interactive Management Information. Learn how you can quickly and intuitively, transform your data into actionable insights with Tableau.

Leveraging Data Insights for Personalised Marketing
This Marketing Cloud session is hosted by Stefan Klinewicz, a Lead Solutions Engineer at Salesforce. He details how real estate organisations and house developers can leverage data insights to provide personalised marketing experiences. Learn how to keep Customer data in-sync across marketing, sales, and service interactions.

Accelerating Pipeline and Winning Bids
With a focus on construction, building suppliers and contractors, this session presented by Paul Chester and Tom Stephen from Pardot, demonstrates how marketing automation can help companies create meaningful connections, optimise tender management to generate more pipeline and empower sales to close more deals.

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