The project centers on a full-service Salesforce platform for Marcus & Millichap's commercial real estate team. Property management is supported alongside integrations for calendar, phone, maps, and Excel.
The brokerage needed a Salesforce workspace for property management that could also accommodate the calendar, phone, map, and spreadsheet tools surrounding day-to-day property work.
Without a connected view, property details and the supporting tasks around a deal can be spread across separate tools. The project scope therefore had to bring those adjacent workflows into the same operating picture while supporting access from desktop, tablet, and mobile.
The Salesforce platform connects property work with the tools used by a multifamily investment brokerage team.
The solution centers property information in Salesforce, then extends that record-centered workflow with map context, calendar and phone integrations, and Excel support. A login experience provides the access point, while the showcased layouts indicate that the platform was designed to be viewed across common device sizes.
The Bogie Group is a full-service commercial real estate team focused on multifamily investments. Alongside property management, the solution includes calendar, phone, map, and Excel integrations to bring related property activity and everyday tools into a more connected working environment.
The experience is presented across desktop, tablet, and mobile screens.
The Salesforce solution brings a login experience and property management together with integrations for location, scheduling, communication, and spreadsheets. This centers property information while keeping related tools within the same solution.
The platform brings core property work and supporting tools into one Salesforce-based workflow.
Salesforce provides the central workspace for property information and brokerage activity.
Calendar, phone, map, and Excel integrations help connect the surrounding work.
The experience is presented across desktop, tablet, and mobile screens.
The resulting Salesforce experience brings property management together with calendar, phone, map, and Excel integrations. Property information can serve as the central context for connected scheduling, communication, location, and spreadsheet workflows.
The showcased experience spans desktop, tablet, and mobile screens, giving the brokerage a multi-device interface for its property operations. The documented outcome is a broader connected toolkit rather than a quantified performance claim.
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