Construction is a fragmented, project-driven business where margins live or die on operational execution. The general contractors and specialty contractors winning right now have unified pursuit, estimating, project ops, and field execution on one connected platform, with the field-to-office data flow that actually works.
Photo: Artem Labunsky / Unsplash
Engineering, Construction & Real Estate Accredited Partner, and a Salesforce Consulting Partner since 2017.
Salesforce-based pursuit tracking with bid management, win/loss analytics, competitive intelligence, and proper sales team coordination.
Salesforce Mobile and Salesforce Field Service for daily reports, time tracking, photo capture, weather logs, and project status updates from the field.
Experience Cloud portal for subs, bid submission, document management, payment tracking, and coordination workflows.
Procore + Salesforce + Tableau integration for live job profitability, budget vs actual tracking, and PM-level visibility.
Mobile-first safety incident reporting, OSHA tracking, certification expiry alerts, and toolbox-talk infrastructure.
Asset tracking with utilization metrics, maintenance scheduling, depreciation, and job-level allocation reporting.
The technology and process challenges that come up in nearly every engagement we run in this industry.
Construction pursuit cycles are long and involve many stakeholders. Most firms cannot tell you where pursuit dollars are sitting at any given moment.
Information from the jobsite often takes days or weeks to reach project accounting. By then, the margin damage is done.
Sub coordination runs on email, paper, and tribal knowledge. Better tooling transforms project execution and reduces claims risk.
Most estimating happens in standalone tools, then gets re-keyed into CRM and accounting. The data loss along the way is enormous.
OSHA requirements, safety incident tracking, and certification management often live in paper or disconnected systems.
Knowing where equipment is, what it cost, and what it earned per job is the difference between profitable jobs and losses.
Compliance is not a separate workstream, it is embedded in every workflow we deliver. The major frameworks we work within:
Safety program evidence, training records, incident reporting, and site-specific safety planning.
Certified payroll workflows, fringe benefit calculations, and prevailing wage compliance evidence.
Affirmative action program compliance, applicant tracking, and government contractor reporting.
Bonding capacity tracking, surety relationships, and project financial reporting for bond underwriters.
Preliminary notice tracking, lien deadlines by state, and waiver workflow management.
Stormwater pollution prevention plans, environmental compliance evidence, and inspection workflows.
Each category represents a deep specialization with dedicated playbooks, accelerators, and experienced consultants.
Long-cycle pursuit tracking, competitive intelligence, win/loss analytics, and pursuit team coordination.
Estimating workflow design, historical data leverage, and pre-construction productivity.
Project accounting integration, real-time profitability, and field-to-office data flow.
Experience Cloud portals for subs, bid submission, payment tracking, and coordination.
Safety incident tracking, OSHA compliance, certifications, and equipment fleet management.
Our team carries hands-on experience across the systems your firm already runs. Integration is rarely the bottleneck.
From short diagnostics to fractional leadership, every engagement model is designed around the client's stage and needs.
Construction-specific assessments across estimating, operations, and field execution.
Defined projects for CRM, sub portals, mobile field apps, or estimating integration.
Ongoing platform administration for GCs, subs, and specialty contractors.
Senior construction technology leadership for growing contractors.
Engagements are measured by movement on the numbers that matter. These are the directions of travel we commit to.
Working patterns we reuse across engagements, refined through our Salesforce and AI client work since 2017.
A reference architecture for moving opportunities from prequalification through bid, award, and project handoff without losing data or context.
Our approach to connecting field-captured data (daily reports, photos, RFIs, punch lists) into back-office systems with minimum friction.
A framework for prequalifying, contracting, insurance-tracking, paying, and managing subcontractors at scale.
A blueprint for connecting accounting (Sage/Viewpoint), project management (Procore), and CRM so cost-to-complete is real-time and accurate.
The Salesforce products and services we use most with construction clients. Salesforce consulting overview →
Consultant-level analysis from the consultants delivering the work.
How contractors and building products suppliers use Salesforce for bid pipelines, owner and architect relationships, estimating handoff, ERP integration, field service and backlog reporting.
Read the full post →A tower-construction company automated extraction of checkbox-heavy inspection forms and added natural-language project analysis after spending 60+ hours failing to do it alone.
Implementation, integration, configuration, and managed services across the full Salesforce platform, from Sales and Service Cloud to Agentforce and Data Cloud.
Learn more →As a Gong services partner, we implement, integrate, and optimize Gong so revenue teams actually adopt it.
Learn more →Strategy and production AI, from use-case selection and governance to deployed agents on the platforms you already run.
Learn more →The systems, data, and rituals that make sales, marketing, and customer success operate as one revenue engine.
Learn more →Most contractors combine Sales Cloud for pursuits and bids with Field Service for crews and Revenue Cloud or CPQ for estimates that follow consistent rules. Experience Cloud adds a portal for subcontractors or owners. The mix depends on whether you self-perform work: a firm with field labor gets far more from Field Service than a general contractor that subcontracts nearly everything. We map your pursuit-to-closeout process first and license only what that process needs.
Salesforce should own the pursuit and client relationship, while Procore runs the project and your accounting system owns cost. The connection that matters is the handoff at award, when bid details should create the project without re-keying, plus the flow back of job cost and margin so business development sees which clients and project types actually pay. We settle that boundary before integrating, because overlapping ownership is the most common reason construction integrations stall.
Often yes, and it is one of the most practical AI uses in construction. Document AI can extract structured data from inspection forms, delivery tickets and daily reports, and Agentforce can then answer questions about delays or cycle times across projects. A telecom-infrastructure contractor we worked with used this approach to read checkbox-heavy site forms its existing extraction tool could not handle. Test accuracy against your real forms before relying on the output.
Field adoption is the biggest risk, because a crew that finds the mobile app slower than paper will quietly stop using it. Keep mobile screens short, support offline capture where sites lack coverage, and pilot with a single crew before rolling out. Licensing deserves attention too, since not every laborer needs a full Salesforce user license if their time can be recorded another way. Capture safety records so OSHA documentation is quick to retrieve.
A Salesforce Health Check reviews your org and gives you a ranked list of what to fix first, with effort estimates. It is the right starting point before an optimization project, a new cloud or an AI initiative.
Free 30-minute strategy session with one of our consultants who knows your industry.
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