Construction

Construction's CRM Problem

Construction firms run on relationships, bids, and field coordination, but most operate with disconnected systems that were never designed to talk to each other. Estimators track bids in spreadsheets, project managers use standalone scheduling tools, and field crews report progress through apps that never sync back to the office. The result is a business that generates massive amounts of data but can't use any of it to make faster decisions or protect margins.

Salesforce doesn't offer a dedicated "Construction Cloud." Instead, firms in engineering, construction, and real estate assemble their CRM from Sales Cloud, Service Cloud, and Field Service Lightning, configured around four core use cases: winning the right bids, finding the right subcontractors, optimizing project margins, and managing risk across the full project lifecycle. That assembly requires a team that understands both the platform and the industry. That's where we come in.

Who We Work With

• General contractors managing multi-trade bid pipelines
• Specialty subcontractors tracking labor, equipment, and compliance
• Heavy civil and infrastructure firms coordinating field crews across job sites
• Engineering and design-build firms linking preconstruction to project delivery
• Real estate developers managing entitlements, leasing, and tenant relationships
• Construction materials suppliers and distributors
• Facilities management companies running preventive maintenance programs
• Owner-operators consolidating project data across regional offices

What We Build

We configure Salesforce around the way construction companies actually win work, manage projects, and retain clients. Every implementation starts with your workflows, not a generic template.

Bid and Opportunity Management: Custom Sales Cloud pipelines that track bids from invitation through award, with stage-gated processes for estimating, qualification, and go/no-go decisions. We build views that show your win rate by project type, region, and client so you can focus on the work that actually protects your margins.

Field Service and Mobile Crew Coordination: Field Service Lightning deployments that replace the separate apps your field workers use for progress reporting. We configure mobile workflows so crews can log time, capture photos, update job status, and flag issues from the job site, with data flowing directly into your back-office reporting.

Subcontractor and Supplier Management: Centralized directories of subs and suppliers with prequalification tracking, insurance expiration alerts, and performance scorecards. No more digging through email threads to find who's certified, bonded, and available.

Email-to-Case for Project Issues: Automated ticket generation from emails so RFIs, change orders, and punch list items land in a structured queue instead of scattered inboxes. Each case links to the project record, the responsible party, and the resolution timeline.

Document and Drawing Integration: Salesforce records linked to PDF and DWG file viewers so your team can reference CAD drawings, specs, and submittals without leaving the platform. We also integrate GPS and fleet tracking data so dispatchers see real-time equipment locations alongside project schedules.

Project Risk and Margin Dashboards: Executive reporting that consolidates bid-to-close ratios, change order frequency, labor cost variance, and safety incident trends. Built for the leaders who need to see the full portfolio, not just one project at a time.

Common Pain Points We Solve

• "Our field crews use one app, the office uses another, and nobody has the same numbers."
• "We're tracking bids in spreadsheets and we have no idea what our actual win rate is by project type."
• "Back-office data lives in Excel. By the time we compile a report, the information is already stale."
• "We can't see subcontractor insurance expirations until someone manually checks, and things slip through."
• "Every RFI and change order comes in by email. Half of them get lost or assigned to the wrong project."

Outcomes

• Unified field-to-office data flow that eliminates duplicate entry and gives project managers real-time visibility
• Structured bid pipelines with stage-gated approvals that improve win rates on higher-margin projects
• Automated subcontractor compliance tracking that reduces risk exposure on every job
• Mobile-first field reporting that replaces disconnected apps with a single Salesforce experience
• Executive dashboards that surface margin erosion, change order trends, and safety metrics across the full portfolio

Technology

Sales Cloud, Service Cloud, Field Service Lightning, Salesforce Mobile App Plus, Experience Cloud, Flow, Einstein Analytics, Platform Events, MuleSoft (ERP and fleet integrations)