Salesforce integration for real-time sales data
Challenge
Evans Senior Investments (ESI) needed faster, more reliable access to nursing home sales data. Manual processes and delayed updates were slowing down decision-making and limiting the value of their CRM.
Solution
Mapleton Hill implemented a direct integration that automated the flow of nursing home sales data into Salesforce—eliminating manual entry and improving data accuracy.
Results
ESI now has real-time access to sales data within Salesforce, enabling faster insights, more agile decision-making, and a dramatically improved workflow.
Breaking the Bottleneck
Evans Senior Investments (ESI) is a leading healthcare real estate brokerage specializing in the sale of senior housing and skilled nursing facilities. With multiple deals in progress at any given time, access to up-to-date sales data is essential to the business. However, prior to our engagement, ESI relied on manual processes to input and update sales data in Salesforce—leading to delays and missed opportunities for real-time insight.
Direct Integration, Delivered
To solve this challenge, we worked closely with ESI to implement a direct integration pipeline that connects sales data to Salesforce. By automating the flow of nursing home sales data into the CRM, we eliminated manual entry and reduced the risk of data inconsistencies.
Our solution was designed with data integrity and scalability in mind—ensuring the integration could adapt as the business and its data needs grow. With this integration in place, the sales team now receives accurate data updates in real-time, directly within their existing workflows.
From Manual to Instant
The impact was immediate. ESI gained the ability to view and act on sales data as soon as it becomes available—no more waiting for manual updates or worrying about whether the latest information made it into Salesforce. Sales leadership now has a clear view of performance metrics and pipeline data at all times, empowering faster and more informed decisions.
A More Agile Sales Operation
This integration didn’t just save time—it improved the way ESI operates. With automated data syncing in place, the team can focus more on strategic selling and less on data hygiene. It also sets a strong foundation for future enhancements in analytics, forecasting, and reporting.
