Real estate practice
Salesforce for commercial real estate teams.
Pulse Professional Services (formerly Madison Ave Consulting) builds Salesforce for brokerages, property operators and medical office specialists, modeled on how your deals, properties and tenants move.
What we deliver.
- A real estate data model. Properties, deals, tenants and leases modeled the way your team transacts, configured to your process.
- Broker workflows. Deal stages, client cadences and the recurring market report run from Salesforce, so brokers work in one place.
- Medical office real estate. Property and tenant details for buildings that serve healthcare practices, from a team that also works in healthcare.
- Phased delivery. The platform comes online in increments, with feedback checkpoints so the build adapts to what your team learns.
- Managed services. Admin support, release management and roadmap planning after go-live, from the team that built your org.
- AI and agents. We design, build and support Agentforce agents on data and processes we map first, and help teams choose between Agentforce and Claude for each use case.
Real estate customer stories.
All three are services engagements: Salesforce projects delivered by Pulse Professional Services.
NNN Pro
Services engagement. A phased Salesforce build for properties, deals and tenants, followed by long-term managed services with the team that built it. Read the NNN Pro story
Dochter & Alexander
Services engagement. A Salesforce platform designed around how the firm's brokers move a deal, with the recurring market report generated and sent from Salesforce. Read the Dochter & Alexander story
Florida Medical Space
Services engagement. A Salesforce data model for medical office real estate, with property and tenant details specific to healthcare practices. Read the Florida Medical Space story
Run it on Pulse Core.
Pulse Core runs any process in Salesforce as a workflow your team can see. Admins define the phases, fields and transitions, your team moves work forward from the record page, and every step shows up in native Salesforce reports. Pulse Core customers today are healthcare organizations. Outside healthcare, we deliver Pulse Core through a Professional Services engagement.
- Use case: leasing pipeline. Prospects move from inquiry to tour to application to signed lease, with SLAs and time in stage tracked. The Pulse Core product demo runs on a leasing workflow like this one.
- Use case: property onboarding. New properties move from intake to listing, with the fields each phase needs completed before the next step.
- Use case: tenant requests. Service and maintenance requests are tracked from submission to close, with SLAs and an email update to the tenant as the request moves.
These use cases are examples of what Pulse Core can run. See Pulse beyond healthcare
How we work.
Every phase has an owner and a deliverable, and senior architects do the work.
Discovery and architecture.
We start with workshops and interviews with the people who run the process. Then we write a blueprint with milestones and deliverables before any build starts.
Build.
The architects who scope the work are the ones who build it, with weekly check-ins against the plan.
Handover.
Training and documentation so your team owns the result, with managed services when you want us to stay on.
Keep exploring: Pulse Core, AI practice, Free org health check, All customer stories, Professional Services overview
Prefer to start in writing? Tell us about the project and we will set up a working session. Talk to Professional Services
Talk to Professional Services.
Tell us about the process that slows your team down, and a senior Salesforce architect will set up a working session.
Talk to Professional Services