Colliers: Optimising Business Processes through Digitalisation

Colliers partnered with redk to streamline their operations and enhance customer management by implementing Salesforce Sales Cloud. The collaboration delivered global data centralisation, automated processes, and improved reporting capabilities - boosting productivity, visibility, and customer satisfaction across the organisation.

Objectives

At a pivotal moment in its digital evolution, Colliers Spain set out to optimise operations and improve efficiency across its commercial, residential, and marketing departments. The company’s leadership identified a series of strategic priorities designed to ensure sustainable growth in a highly competitive sector.

Key objectives included:

Boost overall productivity by eliminating operational inefficiencies and introducing smarter ways of working.

Strengthen key account management, ensuring customer relationships could be developed, tracked, and nurtured systematically.

Enhance sales activity tracking by creating more visibility over pipelines and commercial performance.

Simplify campaign management, enabling more targeted, personalised and effective e-campaigns.

Automate business processes, reducing manual work and increasing operational accuracy.

Improve CRM usability to encourage adoption by employees and reduce reliance on fragmented tools.

Increase business visibility with real-time reporting and advanced analytics to support informed decision-making.

This ambition represented more than a technology upgrade; it was a strategic transformation aimed at reshaping Colliers’ commercial operations for the digital era.

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Challenges & Solutions

Despite its strong market presence, Colliers faced several barriers that were hindering growth. Each challenge, however, was an opportunity to reimagine business processes and unlock hidden value.

Challenge

Solution

Desafio

Fragmented information management. Teams were partially using the existing CRM while relying on multiple tools for day-to-day operations, creating duplication and inefficiency.
Lack of process standardisation. Diverse business processes reduced cohesion and limited scalability.
Low employee adoption of CRM tools. Usability limitations drove employees to manage work manually, bypassing the system.
Inefficient reporting. Manual reporting created delays and made it difficult to extract critical business insights.
Incomplete and inconsistent data. Limited the company’s ability to fully understand customers and measure performance.

Solución

Global data centralisation through Salesforce Sales Cloud provided a single, reliable source of truth, making data universally accessible and consistent across departments.
Process alignment and automation ensured that workflows were standardised, repeatable, and efficient-providing structure and consistency to operations.
Enhanced usability and intuitive interfaces encouraged system adoption, reducing error-prone manual work and improving employee satisfaction.
Automated reporting and dashboards delivered real-time visibility and advanced analytics, enabling data-driven strategic planning.
Improved data quality and governance ensured more reliable insights, supporting better customer intelligence and enabling smarter campaign targeting.

Key Results

The collaboration between Colliers and redk produced measurable business outcomes that continue to shape the company’s operations.

Centralised information management

By consolidating data into one platform, Colliers eliminated silos and improved collaboration across teams.

Standardisation and automation of processes

Operational workflows became more efficient, scalable, and easier to manage, significantly reducing administrative overhead.

Enhanced reporting and analytics

With real-time dashboards and automated reports, leadership gained a clearer understanding of performance and market opportunities.

Improved customer lifecycle management

Teams can now track and manage relationships seamlessly from prospecting through to long-term account growth.

Higher productivity and better prioritisation

Sales and account teams can focus on high-value opportunities, ensuring resources are allocated strategically.

Smarter campaign execution

With improved customer intelligence, marketing campaigns are now more precisely targeted, increasing effectiveness and ROI.

About

Colliers

Colliers International is a global leader in real estate services and investment management, present in 66 countries with more than 19,000 professionals worldwide. In Spain, Colliers offers investment advisory, corporate services, consultancy, valuation, property rental, and sales, and has played a role in some of the country’s most significant real estate projects. More info at colliers.com .

Industry

Financial services

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Position, Company name

The redk team, led by Yasmina, facilitated the process for us at all times. They provided significant added value in designing new modules and procedures to manage our business flow. They demonstrated a deep understanding of our needs and managed to translate them perfectly into practical and effective solutions. We are very satisfied with the results and would highly recommend redk’s consulting services.

Beatriz Luján

COO at Colliers Spain