Salesforce for Construction

Creating Connected and Productive Business Processes in the Engineering and Construction Industry

Salesforce not only digitizes construction businesses, but it also brings the customer to the forefront of operations. Often, construction companies use written documentation or spreadsheets passed along through email but these are prone to get lost, there’s no centralization, and it creates a lack of visibility for those that need it.

Implementing a platform such as Salesforce can

  • Centralize data

  • Accelerate productivity from initial bid to project completion

  • Improve visibility and insights

  • Scale with ease

The Salesforce platform is a wonderful foundation to build upon your customer-centric business processes. While assessing the current condition of your CRM, support, and marketing tools (or lack thereof!), it’s important to evaluate the promise of what they can deliver if you infuse technology into processes that lack innovation.

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Streamlining Bid Management

If you aren’t already, you may wish to incorporate specific construction project data related to your sales opportunities. Salesforce can be configured to track bidding information on viable projects, such as opportunity name, bid dates, contract value, construction type, sales stage and market segment.

Does your entire team have the ability to review and respond to bids from anywhere? Preparing a bid packet is typically more complex for the construction industry than in others. If your Salesforce organization lacks the ability to report on historical bid and project data, as well as mobile access to the bid packets, you’ll continue to fall further behind with limited Salesforce resources. View the Salesforce article: TO BID or not TO BID: The Multi-Million Dollar Question

salesforce for construction mobile app

End-to-End Project Management

From juggling collaboration between contractors, architects, and investors to streamlining document management, Salesforce can assist in all aspects of project management. Centralize all your information in an intelligent platform that can even automate repetitive project processes.

Access Data On-Site

Salesforce gives you the ability to access, track, and manage data while on the job site, all from a phone or tablet. Employees get a full view of the project they are working on and can collaborate efficiently with managers and other teams.

Learn more about Smartbridge’s expertise in the AEC industries

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