Real Estate Services
Who is this client and what did TETHiK deliver?
Chelsea Strong | Salesforce Platform Architect | Marcus & Millichap Leading firm specializing in commercial real estate sales, financing, research and advisory services. — NDA turnaround < 24hr Data completeness increased to 95% Email draft time decreased by 80%
Client. Chelsea Strong | Salesforce Platform Architect | Marcus & Millichap Leading firm specializing in commercial real estate sales, financing, research and advisory services.
Technology. Flow, LWC, Nintex DocGen, DocuSign
Outcome. NDA turnaround < 24hr Data completeness increased to 95% Email draft time decreased by 80%
“Tethik has been the most reliable, knowledgeable, and well-rounded Salesforce partner I’ve ever worked with. Thier ability to bridge business needs with technical execution makes every engagement smooth”
The client’s PCR process covered both recruitment and retention scenarios and required input from multiple roles, including business users, legal, and underwriting. They wanted to simplify PCR submissions, automate NDA generation and signature collection, keep key stakeholders informed, and secure and control access through a digital workflow.
- Built a guided flow form
- Used Nintex DocGen to generate NDA documents with dynamic field merging
- Integrated DocuSign
- automated email notifications to Legal and C-Level leaders