CloudShift & Salesforce Virtual Property Summit 2021

Our annual CloudShift & Salesforce Property Summit returned for it’s 6th year with an exciting line up of speakers sharing their insights on their digital transformation journey and the range of Salesforce solutions. Along with our highlight videos with our customers and Salesforce, we have also created a series of blog articles which cover the Real Estate Customer Experience, Enhance Efficiency in Real Estate and Empowering Employees to Improve Customer Experience.

We would love to give you a personal demo and discuss tailored solutions based on your specific business and needs – take a look at our highlights videos below and get in touch with Team CloudShift.

Customer Insight 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


Grainger plc, founded in 1912, is the UK’s leading provider of private rental homes and have exciting plans to soon double their portfolio. Paul Glibbey, Chief Information Officer, and Scott Knight, Head of Digital & Operations Transformation, discuss how Grainger has embedded Marketing and Sales Cloud across the organisation to create a unified approach to customer engagement, making renting simple for their customers.

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 Solution Demos

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.

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.

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.

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.

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.

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.

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.