Property Vista × Salesforce
Scroll to begin→
A partnership proposal

Simplify multifamily management.
Then scale the decisions behind it.

You built one powerful platform for your customers. We want to show you the engine that helps your own revenue team make better decisions — at scale.

Built from what we heard on June 4th
The premise
The premise

You built an AI agent that closes leases.
We want to build one that closes deals.

What you built — for your customers

Vivian answers every lead.

Vida's agent works 24/7 across text, email, and voice — in 50+ languages — booking every tour and moving every prospect toward a signed lease. Your own customers say they'd rather talk to Vivian.

Live in market
→
What we want to build — for you

An agent that answers every lead — yours.

The same idea, pointed inward: an agent inside Salesforce working your own pipeline 24/7 — waking stale leads, nurturing them, booking the meetings your reps don't have time to chase.

Starts today

You don't need convincing that agents work — you sell one. The only question left is what it looks like working for you.

01 — What we heard
In your words

“How do we make better decisions at scale? That's the top of the food chain.”

— Scott Allan, Chief Revenue Officer · June 4 discovery

“Which deals are fake? Why are we losing momentum? Which customers drift — and what do we do about it?”Scott Allan, CRO
“How do we compete against faster competitors with more money and more sales reps?”Scott Allan, CRO
“Before we go out and hire an army of people, we need to answer these questions.”Scott Allan, CRO
02 — What we want to achieve together
Your three jobs, our three commitments

We're not here to add tools.
We're here to help you grow revenue, scale the business, and grow your people.

01

Grow revenue

Turn dormant pipeline and reactive motions into revenue your team can actually act on — without adding headcount first.

02

Scale the business

Consistent playbooks across the revenue engine, so quota delivery doesn't depend on who's running the play.

03

Grow your people

Cut mean-time-to-productivity. New reps ramp faster when an agent carries the repetitive decisions for them.

03 — The numbers you're trying to move
What "good decisions at scale" actually moves

Four numbers you told us you're measured on.

Per head

Revenue per employee

More output from the team you have, ahead of your funding round.

Per decision

Decision quality

Who to talk to, what to say, which deals are real — answered consistently.

Per company

Organizational memory

Ten years of CRM context, finally working for you instead of sitting still.

Per ramp

Mean-time-to-productivity

How fast a new rep delivers quota — your funding-round pressure point.

The turn

You gave your customers Vivian. We don't just want to give you one agent back…

We want to give you a revenue engine that makes better decisions at scale — so you can level the playing field without hiring the army.

Demo
✦

Now — let's go live.

We're going to leave the deck and open a live Salesforce org — modeled on how Salesforce actually runs Salesforce. The same architecture, the same way our own teams work every day, kept deliberately clean so the pattern is easy to see — not buried under a decade of our own data.

It'll look like the standard leads list you already know. We'll take one lead, hand it to our Lead Nurturing Agent, give it an instruction — and watch it send.

These are demo leads. Picture them as your 52,000.

04 — The chapters of the story
A revenue engine, one motion at a time

That was Chapter 1. Here's the rest of the journey.

Chapter 1

Wake the leads you already have

52,000 leads sitting untouched. You just watched an agent take one and act — the simplest possible move.

✓ You just saw this
Chapter 2

Build the list itself

A prospecting agent builds target lists inside Salesforce — your system of record, not a separate database.

→ Up next
Chapter 3

Get ahead of every renewal

An AI renewal team preps each renewal in advance — health, tickets, sentiment — so success gets strategic.

Coming next
Chapter 4

One pane for activations

Activations run inside Salesforce, visible to the whole team — nothing lost between systems.

Coming next
The architecture
From scattered signals to autonomous action

Today your tools work hard. They just don't work together.

1

Your data, today

Every signal. Every system. Disconnected.
▦
Salesforce CRM52,000 leads & 10 years of account history
◉
GongCall recordings & deal intelligence
✲
ZendeskSupport tickets & CSAT scores
✉
Google WorkspaceEmail & calendar
↗
ApolloOutbound sequences
▤
Monday.comActivation workflows
$
ZuoraBilling & subscription data
+
…and moreEvery system you already run
2

Data Cloud + Agentforce

Unify. Understand. Act.
Unified customer profile Signal processing Agent reasoning Continuous learning
  • Unifies every source into a single golden record
  • Reads CSAT, ticket volume, email sentiment, and call history together
  • Determines the next best action — autonomously
  • Gets smarter with every interaction
→
3

What it does for you

Autonomous action. Across every team.
◆
Re-engage 52K leadsPersonalized outreach, zero manual effort
◆
Book meetings automaticallyAgent qualifies, nurtures, and schedules
◆
Run renewal campaigns90/60/30-day outreach by tier
◆
Automate activationsStage-gated workflows, one pane
◆
Alert on renewal riskCSAT + ticket signals trigger outreach
◆
Give every rep a coworkerConversational AI across 10 years of CRM
◆
Measure everythingPipeline influenced, meetings, time saved
More pipeline. Fewer tools. Smarter team.
Built on Salesforce  ·  Enterprise-grade security  ·  Privacy by design  ·  Your data stays yours
Where we go next
The engine, not the army

What you saw was a single move on a single lead. The same surface scales to all 52,000 — and to prospecting, renewals, and activations. The thread underneath all four is one golden record: Salesforce, Zendesk, Gong, and Gmail unified in Data Cloud — the same complete-context principle that makes Vivian work, applied to your own pipeline.

Lead Nurturing
Prospecting
Renewals
Activations
The ask

Give us 90 minutes with Scott, Sheena, Helen, and Chris — and we'll show you the rest of the engine, live, with the numbers behind it.

Property Vista × Salesforce

Thank you.

Better decisions at scale — built on the platform you already trust.