Case Study

Berkadia

We helped Berkadia increase collaboration and gain more robust data visibility.

At a Glance

We helped Berkadia attain fast, successful adoption of Salesforce clouds for nearly 250 users.

Services Provided

Implementation

The Challenge

Berkadia needed to implement Sales Cloud to replace the existing “Deal View” system for conventional and HUD deals. It also wanted to Increase collaboration among a very distributed workforce and provide robust data security to the organization. Additionally, Berkadia wanted to assure integration with downstream systems continued to work, achieve high adoption, and attain high data quality versus the existing system.

Berkadia the challenge
Berkadia the challenge

Berkadia needed to implement Sales Cloud to replace the existing “Deal View” system for conventional and HUD deals. It also wanted to Increase collaboration among a very distributed workforce and provide robust data security to the organization. Additionally, Berkadia wanted to assure integration with downstream systems continued to work, achieve high adoption, and attain high data quality versus the existing system.

About Berkadia

Berkadia is one of the largest providers of third-party commercial mortgage servicing options in the United States. Berkadia was founded as a joint venture between Berkshire Hathaway and Leucadia National Corporation. Berkadia is a leading provider of capital and a highly rated primary, master, and special commercial mortgage servicer.

Headquarters: New York, New York
Industry: Financial Services
Website: www.berkadia.com

The Outcome

Berkadia solution

Very successful and fast adoption of both Sales Cloud and Collaboration Cloud (Chatter) across almost 250 users. This brought clarity into the sales pipeline and sales results and exceeded expectations in terms of deliverables completed vs. estimated.