Bradley Company
Salesforce
Confidential · Bradley Company × Salesforce

Unified AI & Growth
Revenue Engine

How Salesforce converts 63 siloed brokers, 6–8 hours of weekly manual reporting, disconnected DLAS and Yardi systems, and board-level blind spots into one mobile-first, AI-powered revenue engine across Michigan and Indiana.

Sales Cloud Agentforce Tableau Outlook Integration Yardi + DLAS Connected
$540M
Annual Revenue
Midwest's largest independently owned commercial real estate firm
63
Active Brokers
Across Michigan & Indiana — each using their own tools with zero unified visibility
6-8hrs
Weekly Reports
Manually stitching DLAS and Yardi reports every week just to build one executive dashboard
8yrs
Partnership
From early exploration through discovery, demos, and today's transformation moment

Hover the cards above · Use ↑↓ arrow keys to navigate

The Problem

Four Revenue Leaks
Draining Bradley's Growth

Hover each card to reveal the Salesforce solution — or click to keep it open.

Pain 1

Siloed Broker Intelligence

"I just don't ever see that side of things." — 63 brokers across Excel, Pipe Drive, and DLAS with zero leadership visibility into calls, meetings, or deal momentum.

63
Brokers, Zero Unified View
3+
Separate Tools per Broker
Hover to see solution →
Salesforce Solution

Sales Cloud + Agentforce

  • ✓Unified broker command center — pipeline, activity, and lead scoring visible to every market leader in real time
  • ✓Mobile Agentforce lets brokers log calls and notes by voice — no typing, no CRM logins, nothing falls through the cracks
  • ✓Leadership dashboards give John instant visibility into every broker's calls, pipeline, and deal velocity

Growth Impact

Replace weekly manual check-ins with live broker scorecards — leadership acts in real time, not at end of week.

Pain 2

Manual Reporting Bottleneck

6–8 hours every week stitching DLAS and Yardi reports in Excel. Board meeting prep is described internally as "exhaustive" — monthly and quarterly cycles each require significant manual lift.

6-8hrs
Weekly Manual Report Time
0
Real-Time Dashboards Today
Hover to see solution →
Salesforce Solution

Tableau + Sales Cloud

  • ✓Live Tableau dashboards replace manual Excel stitching — board-ready views refresh automatically as deals progress
  • ✓Mobile access means the CEO pulls pipeline by market, broker activity, and deal velocity from a phone in seconds
  • ✓Board prep drops from hours to minutes — metrics are always current, no manual compilation needed

Growth Impact

Reclaim 300+ hours per year currently spent on manual reporting — redirect that time to broker support and business development.

Pain 3

DLAS ↔ Yardi Data Gap

Closed deals are manually emailed to accounting → entered into Yardi → payments manually re-keyed back into DLAS for broker payroll. No integration. No roadmap. A weekly nightmare.

100%
Manual Data Re-Entry
$0
Current System Integration
Hover to see solution →
Salesforce Solution

Sales Cloud + Yardi Integration

  • ✓Open API connects Salesforce to Yardi Voyager — deal closures, invoices, and payments sync automatically, no email handoffs
  • ✓Commission calculations and payroll data flow from Salesforce through Yardi without any manual re-keying
  • ✓Fortimize's proven CRE Yardi integration accelerator — not a custom build, a proven deployment used across North American brokerages

Growth Impact

Eliminate the most painful operational bottleneck — the one Brianna and the team have been waiting years to solve.

Pain 4

Change Management Blocker

A rushed Dynamics rollout during COVID failed completely. 8 years of near-misses since. Brokers are stubborn, set in their ways, and will reject anything complex or non-intuitive — the #1 named internal fear.

0%
Dynamics Adoption Rate
8yrs
Seeking the Right Solution
Hover to see solution →
Salesforce Solution

Agentforce + Fortimize Accelerator

  • ✓Fortimize's CRE brokerage accelerator delivers 60–70% of tenant rep and investment sales workflows ready on day one — not a blank slate
  • ✓Bi-weekly sprints with broker feedback built in — brokers shape the tool, feel ownership, no surprises at go-live
  • ✓Agentforce's mobile-first, voice-driven interface — the easy button brokers have been asking for, no complex screens to navigate

Growth Impact

This time is different: proven CRE build, iterative sprints, and an AI assistant so intuitive even the most skeptical broker will use it.

The Platform

One Platform. Three Products.
Click Any Card to Go Deeper.

Click any card for full implementation detail specific to Bradley

Sales Cloud

The unified broker command center for Bradley — replacing Excel, Pipe Drive, and DLAS's CRM layer with a single platform every broker and leader works from.

Broker → Pipeline → Revenue
Click for detail →
📱 Mobile-First AI

Agentforce ★

The easy button in every broker's pocket. Ask for leads near your location. Log meetings by voice. Get deal summaries in seconds. No typing, no complexity — just results.

Voice → CRM in Seconds
Click for detail →

Tableau

Live executive dashboards that replace Brianna's 6–8 hour weekly reporting ritual. Board-ready views pull from Sales Cloud, DLAS, and Yardi in real time — from any device.

Live Board Intelligence
Click for detail →

Not a rip-and-replace. Salesforce's open API connects to Yardi Voyager, DLAS, ClickUp, and Outlook — you keep every system that works, and Salesforce fills in the gaps. Fortimize has done this integration for dozens of CRE brokerages across North America.

Mobile-First AI #1 Selling Point from Aug 31 Demo

63 Brokers.
One AI-Powered Easy Button.

Every Bradley broker gets an AI assistant in their pocket — no complex screens, no manual entry. Just ask, speak, and go.

Step 1 — In the Field

One Tap to Know What Matters

Broker asks: "Show me my top leads near Grand Rapids today." Agentforce surfaces 3 ranked leads with scores and a one-tap call button — in 10 seconds.

10 sec
AI Response
0 min
Manual Research
Step 2 — Meeting Captured

Voice → CRM in Seconds

Broker says: "Log that I met with Greenfield Capital, follow up Friday." Agentforce creates the activity, updates the opportunity, and sets a task — zero typing.

0 clicks
Manual Entry
100%
Activity Logged
Step 3 — Leadership Sees Everything

No More Weekly Check-Ins

Manager dashboards update live. John sees every broker's pipeline, calls, and deal velocity from any device — no spreadsheets, no status emails, no blind spots.

Live
Dashboard
6-8hrs
Reporting Saved
Step 1 of 3

"The more AI the better as far as I'm concerned — I want to make sure I'm keeping up with my competitors."

— John Jessen, Market Leader, Bradley Company

BRADLEY COMPANY · AGENTFORCE
9:41
Step 1 of 8

A broker's day,
organized instantly.

Before the first client call, a Bradley broker opens Salesforce mobile. Agentforce has already ranked today's leads by location and AI opportunity score.

👆 Tap Ask Agentforce to begin

"The more AI the better as far as I'm concerned."

— John Jessen, Market Leader, Bradley Company

Interactive Demo Tap the screen to begin the walkthrough
9:41 Bradley Co.
👆
Try the Interactive Demo
Tap anywhere to begin a guided walkthrough of Agentforce in action
Tap to Begin →
Bradley Home

Monday, Sep 14 · South Bend, IN

Good morning.

4 leads to follow up · 2 meetings today

Ask Agentforce
What would you like to do?
Leads
Accounts
Pipeline

Recent

Greenfield Capital Partners
Lead · Mike Thompson
CRE Executive Command Center
Dashboard
Agentforce

Listening…

Agentforce Results

3 leads near South Bend

GC
Greenfield Capital Partners
Mike Thompson · VP Real Estate
High · 87 Tap to open →
SP
Summit Property Advisors
Jennifer Walsh · Director
Referral · 74
MI
Midwest Industrial Group
Tom Richards · CFO
Medium · 61
High Priority
Greenfield Capital Partners
120 W Jefferson Blvd, South Bend, IN
MT
Mike Thompson
VP Real Estate · Last contact: 14 days ago
Deal Value
$2.4M Lease
AI Score
87 / High
★ Agentforce Insight
"High probability — referenced budget in last call. Competitor evaluating same property."
Task Created
Send pricing to Mike — Due Thu
Activity Logged
Voice note saved to Greenfield Capital record

3 Actions Completed

Meeting logged to CRM
Voice note saved to record
Follow-up task created
Q3 Pipeline
$4.2M
Closing This Month
2 deals
✦ Agentforce Suggestion
Email Draft AI Generated
Drafted from your voice note · 3 sec ago
To
Mike Thompson <mthompson@greenfieldcap.com>
Subject
Following up on our conversation today
Agentforce is drafting
Email Sent
Mike Thompson · Greenfield Capital
Activity logged automatically
Opportunity updated · Follow-up task created
★ Agentforce
South Bend pipeline just refreshed
New activity data is ready. Your dashboard has updated metrics.
LIVE
Just now
Agentforce · Signal Detected
Midwest Industrial Group · AI Score ↑ 61→74 · Tap to view
View →
Market Dashboard ● Live
South Bend Market
Updated: just now
63 brokers · Q3 2026
Active Pipeline
$4.2M
Closing
3 Deals
Pipeline by Stage
Prospecting$1.1M
Active$2.2M
Closing$0.9M
Deal Velocity →
Activities This Week
14
New Meetings
2 Set
Deal Velocity · Mon–Fri
Mon
Tue
Wed
Thu
Fri
Top Opportunity This Week
Greenfield Capital · $2.4M
Email sent today · Follow-up task created
Watching for signals...
Agentforce Signal
LIVE
Received just now · triggered automatically
MI
Midwest Industrial Group
Tom Richards · CFO
AI Score — Live Update
61 → 74
Why Agentforce Flagged This
Visited bradleyco.com listing
8 min ago
Lease expiry: 4 months (Yardi)
Surfaced from property data
Last contact: 22 days ago
Follow-up window open now
Pillar 2

From Fragmented Tools to Connected Operations

⚡
BEFORE SALESFORCE
4 disconnected silos · no data flows to a hub · nothing is captured
✕
→
✦
AFTER SALESFORCE
Everything flows to one hub · zero manual steps · full audit trail
✓
↑  Tap "After Salesforce" to watch all data streams converge in real time
✕ ✕ ?
SALESFORCE
Outlook
Emails lost, never logged 100% auto-captured
DLAS
Manual weekly exports Live pipeline sync
ClickUp
Tasks invisible to managers AppExchange integration
Yardi
Re-keyed from emails Automated deal flow
Unknown
Live · Real-time
Pipeline Visibility
Dozens / week
Zero
Manual Re-Entry Steps
~20% captured
100% captured
Email Activity in CRM
None
Full Audit Trail
Deal Action Log
Pillar 3

How Salesforce Powers Bradley's AI Stack

Your existing systems stay. Data flows up through a secured AI layer into every broker's pocket. Click any layer to explore the detail →

Layer 1 — Data Sources
DLAS + Yardi Voyager
Deal PipelineProperty DataFinancials
Layer 2 — Federation
Salesforce Data Cloud
Zero-CopyUnified ProfilesReal-Time
Layer 3 — Security
Einstein Trust Layer
Zero RetentionPII MaskingAudit Trail
Layer 4 — AI · Mobile-First ✦
Agentforce (AWS Bedrock)
Lead ScoringVoice LoggingTask AI
Layer 5 — Applications
Sales Cloud + Tableau
Broker CRMLive DashboardsMobile App
End-to-End Platform

Data flows from your systems
upward to every broker's pocket.

DLAS and Yardi aren't going anywhere. Salesforce federates your data, secures it through the Trust Layer, and surfaces it as AI-powered insights on mobile. Click any layer on the left to explore the details.

DLAS + Yardi VoyagerYour existing data
Salesforce Data CloudZero-copy federation
Einstein Trust LayerZero retention · PII masked
Agentforce ✦AI — mobile-first
Sales Cloud + TableauBroker + leadership UI
Layer 1 · Data Sources
DLAS + Yardi Voyager
DLAS — deal pipeline, property listings, comps, and broker payroll all flow into Salesforce via open API. No duplication, no migration.
Yardi Voyager — property management accounting and financial reporting surfaces in dashboards without manual extraction or re-keying.
Zero replacement — both systems stay exactly as-is. Salesforce federates the data at the layer above, not in place of them.
"Bradley's $540M revenue runs through DLAS and Yardi. Neither goes away — Salesforce makes that data useful across the whole business."
Layer 2 · Federation
Salesforce Data Cloud
Zero-Copy Federation — DLAS and Yardi data appears in Salesforce without ETL pipelines, warehousing, or duplication. One source of truth.
Unified Broker Profiles — contact history, deal pipeline, communication logs, and property data merged into a single governed view per broker.
Real-Time Streaming — data refreshes live as brokers log voice notes in the field. Agentforce and Tableau both run from the same real-time source.
"Data Cloud is what makes Agentforce actually smart — it gives the AI a complete, real-time picture of every broker, deal, and property without IT building a data warehouse."
Layer 3 · Security
Einstein Trust Layer
Zero Data Retention — Bradley's deal data, client contacts, and financials are never stored by the AI model. Every prompt is processed and immediately discarded.
PII Masking — personally identifiable information is automatically detected and masked before it reaches the AI layer. No configuration required.
Full Audit Trail — every AI action logged with timestamp, user, and reasoning. Complete compliance record with zero additional setup.
"Same security architecture as CrowdStrike, RBC, and Toyota — enterprise-grade, no compromise. Bradley's client data stays Bradley's."
Layer 4 · AI · Mobile-First
Agentforce (AWS Bedrock)
Lead Scoring — "Show me my top leads near Grand Rapids today." Agentforce returns ranked results with AI scores in 10 seconds flat.
Voice Logging — one voice memo creates the activity record, opportunity update, and follow-up task automatically. Zero manual entry.
Model-Agnostic via AWS Bedrock — no vendor lock-in, no unpredictable token costs. Best model for each task, always.
"The LinkedIn congratulation email drafted live on Aug 31 came from Agentforce reading contact history through this exact stack — no prompt engineering, no setup."
Layer 5 · Applications
Sales Cloud + Tableau
Broker Command Center — AI-ranked leads, logged activities, deal stages, and tasks in one mobile-first view. No app switching, no spreadsheets.
Live Market Dashboards — Tableau dashboards per market and broker, updated in real time as activity is logged from the field. No Monday morning catch-up.
Executive Mobile View — Chad sees the full company picture from a phone app. No prep, no waiting, no stitched-together spreadsheets.
"John gets real-time pipeline visibility without a single status email from his team. Chad sees the full picture from his phone on Monday morning."
Pillar 4

Live Executive Intelligence — Bradley Leadership View

Click rows · tap KPIs · switch tabs
salesforce.com / lightning / r / Dashboard / Bradley-Commercial-RE / view
Home
Deals
People
Reports
Dashboards
ED
Dashboards › Real Estate Pipeline
Live
+ Subscribe
Updated just now
Total Pipeline
$14.8M
▲ $1.2M vs. last quarter
Investment Sales $6.1M
Tenant Rep $5.3M
Healthcare RE $3.4M
Active Deals
26
▲ 4 new this month
Closing (30 days) 4
Negotiating 8
Qualifying 14
Avg AI Lead Score
73
▲ 8 pts vs. last month
Top market: Grand Rapids (AI: 87)
Closing This Month
4
$3.8M at stake
→ Grand Rapids $1.9M · LOI signed
→ South Bend $1.1M · Final review
+ 2 more in final stages
Agentforce Insight: Midwest Industrial Group re-engaged — AI score jumped to 74. View signal →
Market / Team Deal Type Pipeline Value Brokers Stage AI Score
Grand Rapids, MI Investment Sales $4.8M 8 Active
87
 ›
Deal Stage Progression
QualifyProposalNegotiateClose
★ Agentforce Next Step
"3 brokers haven't logged activity in 5+ days. Recommend outreach today — competing firm seen near property."
Last Activity: 2 days ago
Commission Est.: $144K
Close Probability: 78%
South Bend, IN Tenant Rep $3.6M 6 Negotiating
74
 ›
Deal Stage Progression
QualifyProposalNegotiateClose
★ Agentforce Next Step
"Client requested updated LOI terms yesterday. No response logged. High risk of stall — recommended follow-up today."
Last Activity: 1 day ago
Commission Est.: $108K
Close Probability: 65%
Detroit Metro, MI Landlord Rep $2.9M 5 Qualifying
61
 ›
Deal Stage Progression
QualifyProposalNegotiateClose
★ Agentforce Next Step
"Yardi data shows lease expiry in 6 months for primary tenant. Opportunity to accelerate timeline — recommend proposal this week."
Last Activity: 4 days ago
Commission Est.: $87K
Close Probability: 42%
Indianapolis, IN Industrial $2.1M 4 Early Stage
55
 ›
Deal Stage Progression
QualifyProposalNegotiateClose
★ Agentforce Next Step
"New healthcare team expanding into Indianapolis market. Cross-sell opportunity — tag Chris Fimmen for Field Service intro."
Last Activity: Today
Commission Est.: $63K
Close Probability: 30%
Broker / Market
Calls
Meetings
Total
Grand Rapids
47
12
59
South Bend
38
9
47
Kalamazoo
31
8
39
Detroit Metro
29
7
36
Indianapolis
22
6
28
32% Won
Won
32%
Avg time to close: 47 days · Avg value: $1.8M · Top market: Grand Rapids
In Progress
45%
26 active deals · $14.8M at stake · 4 closing this month
Lost / No Decision
23%
Primary reason: No follow-up after proposal (61%) — addressable with Agentforce task automation
Your Business Value with Salesforce

See Your ROI — Live

Adjust any slider and watch the numbers update instantly. All defaults calibrated to Bradley's actual scale.

Bradley × Salesforce
Number of Brokers63
Hours Saved / Broker / Week via AI3 hrs
Avg Broker Hourly Value ($)$75
Annual Broker Productivity Recapture
$0
AI-driven time savings: fewer manual data entries, instant note logging, AI-drafted follow-up emails — multiplied across all brokers, all year
Hours / Week on Manual Reports8 hrs
Operations Staff Doing Reports2
Avg Operations Hourly Rate ($)$50
Annual Reporting Time Cost Eliminated
$0
Live Tableau dashboards replace the 6–8 hr weekly DLAS + Yardi stitching ritual — board prep drops from hours to minutes, automatically
Hours / Week Re-Keying DLAS ↔ Yardi10 hrs
Admin Staff Doing Re-Entry3
Avg Admin Hourly Rate ($)$35
Annual Data Re-Entry Cost Eliminated
$0
Automated Salesforce ↔ Yardi integration eliminates the weekly closed-deal email chain, manual Yardi entry, and payment re-keying into DLAS
Active Deal Pipeline ($M)$15M
Win Rate Lift from Salesforce (%)8%
Avg CRE Commission Rate (%)4%
Additional Annual Commission Revenue
$0
Lead scoring, AI relationship intelligence, and pipeline visibility lift broker win rates — industry benchmark for CRE CRM adoption: 6–12% win rate improvement
Combined Value Across All Categories
$0
Broker Productivity: $0 Reporting: $0 Integration: $0 Revenue Growth: $0
⚡

Why Now — After 8 Years?

Agentforce didn't exist in 2018. The mobile-first AI assistant that makes brokers want to use a CRM is new. Fortimize's CRE brokerage accelerator (60–70% pre-built) is new. The iterative sprint model that prevents another Dynamics failure is proven. The moment is different because the tool is different.

Where This Takes You

Expanding Now
Healthcare Brokerage
New national team starts on a unified platform from day one — no separate systems, instant market entry.
Growth
Geographic Expansion
New offices onboard in days. Territory management and reporting already built — expansion is a config change.
Recruiting Edge
Broker Recruitment
Top brokers choose Bradley for modern, mobile-first AI tools. New recruits ramp faster with Agentforce guidance.
Data Advantage
AI Market Intelligence
8 years of deals and contacts become a governed, AI-queryable asset. Competitive intelligence no rival can match.
Next Steps

90-Day Path to
Revenue Capture

Each phase delivers measurable value before the next begins — no big-bang deployment, no surprises.

Now → October 2026

Phase 1: Architecture & Scoping

DLAS + Yardi integration architecture confirmed. Fortimize CRE accelerator configured to Bradley's tenant rep and investment sales workflows. Pilot group selected: John's team of 5–6 brokers.

Architecture ReviewPilot Scoping
1

October Milestone

Architecture sign-off, integration approach confirmed, pilot group committed

November Milestone

Pilot brokers live on mobile Agentforce. First tracked activities logged. Tableau executive dashboard live for John and Brianna.

2
Oct → Nov 2026

Phase 2: Pilot with Broker Feedback

6-broker pilot with bi-weekly sprint demos and direct broker feedback built into every cycle. Mobile Agentforce activated. Outlook sync live. Tableau dashboards for leadership. Brokers shape the final solution.

Mobile Agentforce LiveOutlook SyncTableau Board
Dec 2026 → Q1 2027

Phase 3: Full Brokerage Rollout

All 63 brokers onboarded with the tool they helped build. DLAS ↔ Yardi integration live — no more manual re-entry. Full board-ready Tableau dashboards. Agentforce powering the entire brokerage operation.

63 Brokers LiveYardi IntegrationFull AI Engine
3

Q1 2027 Milestone

Full revenue engine live: all brokers tracked, AI automating, leadership viewing real-time intelligence from any device.

Bradley Company

Ready to Schedule the Q4 2026 Review?

The next step is confirming the DLAS + Yardi integration architecture and selecting the pilot broker group with your team.

Confidential — Prepared for Bradley Company Leadership · September 2026
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