Whether you’re a home builder, rental equipment provider, or engineering firm, we have experience helping construction companies drive revenue and improve efficiency with Salesforce. If you’re looking for strategic guidance and support with your Salesforce org, our Salesforce Excellence Program (Premium Managed Services) is the best fit. If you’re in need of day-to-day help with tasks on the Salesforce platform and see the benefit of working with a firm vs. hiring internally, then our Managed Services offering is the way to go.

With Data Cloud, construction companies can personalize every experience along the customer journey with real-time data and trusted AI. For example, a homebuilder could offer customers personalized upgrade options tailored to their budget and preferred home models and floor plans. Data Cloud allows construction companies to benefit from enhanced targeting and personalization, automation and productivity gains, predictive analytics, and so much more.

Do you often make bids with multiple contractors? The Salesforce platform is flexible enough to ensure that we can track multiple bids being made without double-counting pipeline numbers. This allows you to accurately forecast and keep track of which contractor you win the most with. Salesforce allows you to unify all of your current and past bid data on a single platform to share with the right people at the right time. With Salesforce you can easily track bid and project patterns by region or project type or sector.

‍In Action: We helped a roofing company improve their quoting and warranty processes with Salesforce, eliminating manual, paper systems that were prone to errors and delays. By automating these processes with Salesforce, they not only increased efficiency but also enhanced accuracy, leading to faster turnaround times and improved customer satisfaction.

For construction companies, you're often working with multiple stakeholders including leads, customers/owners, suppliers, subcontractors, vendors, and project partners. Salesforce gives you the ability to track these relationships and truly understand the influence that different people have on your sales. For example, AI-led data analytics can help you map stakeholder relationships and identify decision makers and influencers.

‍In Action: We helped a construction company implement Salesforce as their central database, allowing their team to focus on winning more deals and marketing their products to customers based on accurate data and sales insights. After implementing Sales Cloud and Marketing Cloud Account Engagement (Pardot) as well as integrating our client’s ERP with Salesforce, our client now has a 360 degree view of their customer and sales data.     

Salesforce Field Service solutions help construction companies increase technician productivity through AI generated forms, work order summaries, call summaries, and prompts that facilitate cross selling and up-selling. By streamlining these processes, Salesforce not only enhances operational efficiency but also drives business growth and customer loyalty in the construction industry.

‍In Action: We helped a roofing company implement Sales Cloud and Salesforce Maps. With these solutions in place, our client can efficiently plan and optimize routes for its roofing crews, ensuring that they reach their destinations on schedule. This reduces travel time and fuel costs, enabling our client to complete more jobs each day and increase overall productivity. Salesforce Maps enables real-time tracking of field personnel, providing the company with better visibility into their activities and allowing for effective coordination and management.