Commercial real estate has a particular shape in Salesforce. Properties and deals aren’t the same as products and opportunities. Tenants have multi-year relationships. Leasing workflows span months. NNN Pro needed a Salesforce implementation that respected that reality, then ongoing partnership to keep it aligned as the business grew.
The Implementation
- Phase 1 foundation. Initial implementation covering the property, deal, and tenant data model, configured for how NNN’s team actually works rather than a generic CRE template.
- Phase 2 expansion. Extended scope covering deeper process flows, reporting, and integration points that came online after the team had time on the platform.
- Implementation survey and transitional SOW. Built in feedback checkpoints so the build kept adapting to what the team learned using it.
Beyond Managed Services
Once the platform was live, NNN moved into Madison Ave’s Beyond Managed Services model. Beyond isn’t a ticket queue; it’s a long-term partnership where senior consultants own the roadmap, flag opportunities proactively, and keep the platform aligned with how the business is evolving. For a CRE operation where every year brings new property types, new financing structures, and new reporting needs, that continuity compounds.
Why It Worked
Real estate clients often hire Salesforce partners who learn the vertical on their dime. NNN hired a team that knew CRE operational shape going in, and kept that team through implementation, expansion, and ongoing partnership. Different model, different result.