Why Construction Companies Should Use Salesforce

Many top construction companies are taking advantage of the latest technology to better manage and grow their business. Salesforce, the world’s leading cloud-based software company and customer relationship management (CRM) tool, can help construction companies achieve a variety of business goals.

Here are five ways a construction company can use Salesforce to improve their business.

From emails to paperwork to spreadsheets, business data can quickly become a cluttered mess if you don’t have the right tools to manage it. Salesforce solves this problem by allowing construction companies to consolidate their data into one centralized location. Since Salesforce is a CRM, construction companies can use it to manage customer data and leads as they move through the sales cycle.

Your entire business can be digitized using Salesforce. Here are just a few of the examples of how you can use and what you can store in your Salesforce:

All of this and more is accessible in the Salesforce platform. No matter what your business needs to be successful, Salesforce gives you the ability to monitor, track, and store everything.

Salesforce makes your team more productive for several reasons. First, all projects can be managed and tracked from initial bid to completion. Plus, any information that is needed from past projects can be easily found in account pages. This reduces paperwork and helps you avoid shuffling through old emails, which can be a huge headache. With a clear view of projects across teams, your company can also optimize project schedules and budgets. No more guesswork; everyone will be on the same page as the project timelines change.

With dashboards and reporting, you can also make smarter decisions about how you run your business. You’ll be able to easily see where inefficiencies are and improve them to grow your business. For example, by generating real-time project reports, you can see metrics that might help you understand what’s slowing a project down. Salesforce also gives you the ability to generate sales forecasts and analyze profitability.

With the help of a Salesforce consulting partner, you can easily configure your Salesforce instance to meet the specific needs of your business as it evolves and grows. One of the best parts of having a Salesforce platform is that it helps you onboard new clients quickly. Plus, you can integrate Salesforce with the apps you use every day. For example, if you want to integrate with third-party systems that help you provide clients with building modeling, this is totally possible with a simple integration.

Salesforce provides end-to-end project management accessible from anywhere; this is a huge game-changer for construction companies that want to manage projects on-site. Salesforce enables on-site execution and improves communication between contractors, owners, architects, and the construction team. A cloud-based technology solution like Salesforce will ensure your team is capable of adapting and being agile, which is critical to stay ahead of the competition and drive business growth.

Are you ready to implement Salesforce in your construction business? We can help! Our Salesforce implementation services will help you not only implement the platform across your business, but we’ll also create a roadmap for you to ensure long-term success. Or, if you’ve already invested in Salesforce and need more assistance, we also offer Salesforce managed services.

Are you ready to rethink what your business can achieve with Salesforce? Let’s talk → schedule a meeting with our team today.