LevelShift Drives 52% Less Manual Work Through Yardi–Salesforce Integration

The client is a flagship smart-city real estate developer in the Middle East, managing a portfolio of premium residential, commercial, and mixed-use assets within a fully integrated urban district. Known for its focus on sustainability, digital innovation, and world-class tenant experiences, the organization operates at a significant scale with complex leasing and property management needs.

As part of its technology evolution, the client transitioned from a Salesforce-based leasing module to Yardi as its primary leasing and property management system.

Following the transition to Yardi, the client faced challenges in maintaining the same level of flexibility, visibility, and tenant engagement previously enabled through Salesforce.

The following challenges were identified:

• Lead inquiries captured in Salesforce needed efficient qualification and handoff into Yardi for downstream sales and leasing processes.
• Tenant service requests required structured workflows, case visibility, and faster resolution management.
• Service request statuses need to remain synchronized between Yardi and Salesforce to avoid duplicate updates and delays.
• Teams relied on manual coordination between platforms for certain updates and tracking activities.
• Data related to leads, tenants, and service interactions was spread across multiple systems, limiting unified operational visibility.

To address these requirements, LevelShift implemented an integrated operating model connecting Yardi and Salesforce, with each platform supporting clearly defined business functions.

The following solutions were implemented:

• System role alignment: Positioned Yardi as the system of record for leasing, contracts, and property operations.
• Lead capture in Salesforce: Continued use of Salesforce for sales lead inquiry capture and qualification workflows.
• Service Cloud enablement: Used Salesforce Service capabilities for tenant maintenance cases, service request workflows, and case closure management.
• Bi-directional integration: Enabled synchronization of qualified leads, service requests, and status updates between both platforms.
• Workflow automation: Reduced manual effort through automated routing, notifications, escalations, and status updates.
• Unified service visibility: Provided teams with a centralized view of open requests, response progress, and tenant support history.

The integrated solution enabled the client to maximize the strengths of both platforms while improving service efficiency and operational coordination.

• 52% reduction in manual data reconciliation: Automated synchronization significantly reduced the effort required to align data between Yardi and Salesforce. 
• Faster service request turnaround times: Structured workflows and automated case routing improved response speed and issue resolution efficiency. 
• Improved lead handoff efficiency: Streamlined transfer of qualified inquiries from Salesforce into Yardi accelerated downstream leasing processes. 
• Enhanced cross-system data accuracy: Consistent synchronization reduced duplicate entries and improved reliability across both platforms. 
• Better tenant service visibility: Centralized monitoring provided clear visibility into request progress, response timelines, and closure status.