Elifin Realty is a fast-growing, high-performing commercial real estate brokerage with a strong culture built on accountability, speed, automation, transparency, and data-driven decision-making. As long-time power users of Salesforce, they’ve deeply integrated the platform into their core business operations. Despite their disciplined, performance-focused environment, the team lacked the right tools within Salesforce to scale that mindset effectively. Goals were tracked in spreadsheets, updates were manual, and too much time was spent managing the process instead of driving results.
The Challenge
- Inefficient goal tracking spread across spreadsheets and static reports
- Valuable selling time lost to manual processes and meeting prep instead of driving revenue
- No real-time visibility into goal performance, limiting the ability to identify issues and adjust early
- No efficient or secure way to share goal performance data across all levels of the organization
- Salesforce lacked native performance improvement tools to match fast-paced, automated, data-driven culture
The Solution
- Set individual, data-driven target goals for their most critical KPIs directly inside Salesforce
- Defined performance benchmarks for revenue, calls, meetings, proposals, contracts and more
- Delivered real-time visibility into actuals, percent-to-goal, and peer rankings by week, month, and year
- Shared performance data securely and transparently across all levels with native anyGoal dashboards
- Established a clear, repeatable framework for setting expectations and ramping new hires quickly
Learn more about how anyGoal works to drive performance in Salesforce.
The Result
- Eliminated spreadsheets and manual tracking with anyGoal’s native Salesforce goal management solution
- Aligned teams and boosted accountability with transparent, real-time performance dashboards
- Increased engagement and healthy competition through live actual, % achieved and peer rankings
- Standardized meetings and onboarding with consistent expectations—just open anyGoal, no prep required
- Saved time, improved agility, and directly increased overall productivity and profitability
What Elifin Said
“This is a no-brainer… it brings everything together in one place and makes goal tracking effortless.”
“anyGoal has strengthened accountability across our entire sales team—from top to bottom. The real-time performance data allows us to track progress and keep everyone aligned.”
“It’s also boosted morale, camaraderie, and overall performance by introducing and building on our already healthy sense of competition in our company. Seeing how others are doing motivates the entire team.”
“By eliminating manual tracking and prep time, it’s helped us buy back time—making us more productive and ultimately more profitable.”
— Chase Weatherly, Marketing & Communications Director