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

When evaluating a sales technology solution, it is important to consider not only the immediate need (for example, better pipeline management) but also how to deliver on future requirements. This is one of the major benefits of using a cloud-based SaaS solution like Salesforce that can adapt to your business.

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Salesforce consulting services - construction client portfolio
Salesforce consulting services - construction client portfolio
Salesforce consulting services - construction client portfolio
Salesforce consulting services - construction client portfolio
Salesforce consulting services - construction client portfolio
Salesforce consulting services - construction client portfolio

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Salesforce is the #1 CRM platform. While the CRM system is specifically designed to manage customer relationships and opportunity pipeline, it can also improve internal operations by automating and streamlining operational tasks.  We partner with our customers in the construction industry to build Salesforce solutions to help them realize the following benefits of Salesforce implementation.

Effective Pipeline Management

A good CRM system gives you increased visibility into the sales pipeline enabling you to quickly see where prospective customers are in the sales cycle.  The visual overview provided by Salesforce makes it easy for you to see which deals have a better chance of success and which deals are likely to collapse.

Sales management rarely gets complete visibility into all the sales activities behind the deals. Salesforce allows you to track and control sales activities your team carries out such as emails and phone calls so that the success of one sales team can be replicated to the other teams.

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.

We have really enjoyed working with Smartbridge. Their team was thoughtful to carefully transform our existing Salesforce data input and evaluations into a smoother and easier process for our users. We have been able to improve our communication between sales staff and the operations team, and increase our bidding volume as a result. We couldn’t be happier with the Smartbridge team, their experience in Salesforce has brought value to our business and our customers.

– Construction Client, May 2024

Better Visibility and Insights

Easily generate real-time project reports, create forecasts, and assess profitability on the Salesforce platform. Salesforce’s more advanced analytics platforms such as Tableau CRM allow you to truly discover the story your data has to tell. Automatically find simple answers to business questions in your data.

Learn more about Smartbridge’s data & analytics capabilities for construction in our latest case study.

salesforce for construction

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. You will get a complete picture of every customer, from insights about how to engage with them to deals they’re involved in and communication history.

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. The mobile app pulls invaluable social profile information from your accounts and contacts, giving you deep insights so you can walk into that important sales meeting with confidence.

Learn more about Smartbridge’s expertise in the AEC industries