Case Study

Eastleigh Borough Council: Creating Affordable and Sustainable Housing for the Community Using Salesforce

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“Eastleigh had a bold vision - not just to build homes, but to create a better experience for every resident. They needed a system that could manage the full journey, from first enquiry to post-move-in snagging. It had to be flexible, compliant, and completely user-friendly."

—Steve Hamilton, Adapt IQ

The Impact

Eastleigh Borough Council transformed the way it delivers housing by launching a first-of-its-kind Salesforce solution to manage sales, customisation, compliance, and snagging in one place. With a fully digital buyer journey, seamless integration with Rightmove, and end-to-end tracking aligned with the New Homes Quality Code, the council has set a new benchmark for customer experience, operational efficiency, and community impact.

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Housing journey now managed in Salesforce

From expression of interest to snagging, Eastleigh’s entire homebuyer experience is tracked in one compliant, auditable system - boosting trust and transparency.

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Missed buyer enquiries

Lead capture through the housing website and Rightmove is fully integrated with Salesforce, enabling instant follow-up and no missed opportunities.

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View of buyer preferences and customisations

Salesforce tracks buyer choices like add-ons and finishes, giving teams full visibility to deliver a personalised, high-satisfaction experience.

About Eastleigh Borough Council

Eastleigh Borough Council embarked on an ambitious housing development project, with our team, to address the growing demand for affordable homes in the area. Their vision is to provide Eastleigh residents with high-quality, sustainable housing options that support long-term affordability and community well-being. The council's innovative approach not only offers homes for private sale but also retains a portion for social housing, ensuring diverse and inclusive housing options for the community.

The Project and Phased Approach

To secure financial stability and address a projected budget gap, Eastleigh Borough Council set out to develop 3,000 homes over the next five years. The initial phase, “One Horton Heath,” includes 382 houses, some of which will be retained by the council to maintain affordable rental options for residents. The project is being rolled out in two phases, with the first phase focused on capturing expressions of interest and marketing properties through a dedicated housing website integrated with platforms like Rightmove. This streamlined process captures leads directly into Salesforce, ensuring that all inquiries are managed efficiently.

The Team Needed A Solution Which Matched The Following:

To bring their bold housing vision to life, Eastleigh Borough Council knew they needed more than a basic sales system. They were looking for a powerful and flexible platform that could support every step of the homebuyer journey, from initial interest to post-sale care, while meeting the highest standards of compliance, accessibility, and user experience. Their goal was to deliver a seamless, personalised, and transparent process that reflected their commitment to affordable, sustainable, and resident-focused housing.

The Team Needed A Solution Which Matched The Following:

  • A Unified System for Full Journey Management
    Eastleigh Borough Council sought a centralised platform to manage the entire housing journey, from initial expression of interest to post-move-in snagging, ensuring a seamless experience for buyers.
  • Flexible Sales Options to Meet Community Needs
    The council needed a system to handle various housing options, including full sales and shared ownership, enabling them to support diverse housing preferences while coordinating efforts across multiple teams.
  • Efficient Lead Capture and Follow-Up
    Capturing expressions of interest from potential buyers and automating lead follow-up was crucial. They wanted a streamlined way to gather, track, and respond to inquiries to maximise engagement.
  • Customisation for Home-Buyer Satisfaction
    The council aimed to offer buyers a personalised home-buying experience, allowing them to choose add-ons and custom finishes. This feature was intended to enhance customer satisfaction and engagement.
  • Compliance and Quality Assurance
    To adhere to the New Homes Quality Code, Eastleigh Borough Council required a system that could track and document snagging issues in an auditable, compliant manner, ensuring high-quality standards.

The Adapt IQ Solution

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"Eastleigh wanted a solution that made life easier for both residents and staff. They needed something that saved time, ensured no enquiry or snagging issue was ever missed, and brought every part of the housing journey into one place. We designed a personalised and fully compliant platform on Salesforce that gives buyers a smoother experience and gives the council complete control and visibility from start to finish."

— Andy Trevelyan, Adapt IQ

Eastleigh’s housing platform offers buyers a personalised experience, allowing them to customise their new homes by selecting add-ons, such as outdoor taps and premium flooring options. This journey is designed to be intuitive and engaging, helping buyers transform a house into a personalised home. The customisation process provides a seamless, user-friendly experience that enhances buyer satisfaction and supports Eastleigh’s goal of creating a positive home-buying experience.

A Complete Solution for Their Needs

  • End-to-End Homebuyer Journey Management
    Adapt IQ built a centralised Salesforce platform to manage every stage of the housing journey, from initial enquiry to post-move-in snagging. This ensured a seamless, joined-up experience for residents and staff alike.
  • Customisable Home-Buying Experience
    The platform enables buyers to personalise their homes by selecting add-ons like outdoor taps and premium flooring. This intuitive experience supports buyer satisfaction and helps transform a house into a home.
  • Single Source of Truth for Housing Programmes
    Salesforce now serves as the unified system for all housing enquiries, capturing and segmenting leads efficiently while enabling timely and consistent follow-up by the council team.

A Solution Built for Efficiency and Community Engagement

  • Integrated Lead Capture and Marketing
    Connections to Eastleigh’s dedicated housing website and Rightmove feed enquiries straight into Salesforce. This integration ensures no lead is missed and speeds up response times.
  • Flexible Sales and Tenure Options
    The system supports a mix of private sale and affordable rental housing, helping Eastleigh meet the varied needs of its community while managing different ownership pathways in one place.
  • Customisation and Customer Experience Tools
    The Salesforce platform includes built-in tools to track buyer preferences, fixtures, and finishes, allowing staff to deliver a more tailored and responsive service.

Built-In Quality Control and Compliance Tracking

  • NHQC-Compliant Quality Assurance
    Salesforce tracks snagging issues in a fully auditable format to meet the New Homes Quality Code. This ensures quality standards are upheld and concerns are addressed transparently.
  • Transparent and Accountable Workflows
    With compliance tracking built in, the council has real-time visibility into buyer needs, quality checks, and housing delivery, supporting accountability and peace of mind.

The Impact and ROI for Eastleigh Borough Council

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“This project was truly unique,” said Steven Hamilton. “Eastleigh is the only council in the UK attempting something on this scale, and it needed a solution that was just as innovative and flexible to meet their ambitions.”

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Compliance workflows now tracked in one place

From KYC checks to risk scoring, every step is logged and monitored in Salesforce — improving audit readiness and reducing regulatory risk.

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Visibility into every client relationship

B2C2 now has a complete, real-time view of each client’s status, history, and risk profile - all within a single CRM.

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Access to onboarding status and risk checks

No more switching systems - team members can instantly view where every client is in their journey, directly from Salesforce.

The Impact

Adapt IQ created a single source of truth using Salesforce as the CRM which gave their entire team one platform to manage this programme for Eastleigh Borough Council, the project delivered the following Impact Areas:

  • Single Source of Truth for Streamlined Engagement
    With one centralised platform, Eastleigh Borough Council gained a single source of truth for managing all housing inquiries. This allowed them to efficiently segment and track interested buyers, ensuring timely follow-ups and streamlined communication. The system’s unified approach significantly reduced response times, ensuring no prospective buyer was missed and enhancing the council's ability to engage with the community effectively.
  • Enhanced Community Access to Housing
    By offering a mix of private sale and affordable rental homes, Eastleigh Borough Council provides housing options that cater to different community needs. This approach ensures that more residents have access to secure, long-term housing.
  • Efficient Lead Management and Marketing Integration
    Integration with a dedicated housing website and Rightmove allows potential buyers to make inquiries seamlessly, with all leads captured directly in Salesforce. This process saves time for the council team and ensures efficient follow-up with interested parties.
  • Streamlined Onboarding Process
    Adapt IQ’s integration of an external portal for secure document submission has accelerated the onboarding process. This allows B2C2 to onboard clients quickly while maintaining high standards of security and regulatory compliance, giving them a competitive edge in the fast-paced crypto market.
  • Customisable Home-Buying Experience
    The platform’s customisation options, from fixtures to finishes, allow buyers to personalise their homes, enhancing satisfaction and creating a sense of ownership. This personalised experience aligns with modern expectations for new homes.
  • NHQC-Compliant Quality Control
    Salesforce’s built-in compliance tracking for the New Homes Quality Code ensures that all snagging and quality issues are addressed promptly and transparently. This adherence to quality standards boosts buyer confidence and demonstrates the council’s commitment to high standards.
  • Long-Term Value for the Community
    Eastleigh’s housing development programme is designed not only to meet immediate housing needs but also to support long-term community investment. The project balances home ownership opportunities with affordable rental options, helping ensure the initiative remains sustainable and impactful for years to come.
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