Salesforce for Construction
Build stronger relationships from bid to build and beyond.
Overview
Salesforce for Construction adapts the powerful Salesforce platform for the specific needs of the construction industry. It helps contractors, builders, and engineers manage the entire project lifecycle, from lead and bid management to project execution and client service. By leveraging the Salesforce ecosystem, construction companies can create a single view of their customers and projects, automate processes, and gain deep insights into their business.
✨ Key Features
- Lead & Opportunity Management
- Bid Management
- Account & Contact Management
- Project Tracking
- Customizable Dashboards & Reports
- Mobile Access (Salesforce App)
- Workflow Automation
- Extensive AppExchange for construction-specific apps
🎯 Key Differentiators
- Extreme customizability and scalability
- The largest ecosystem of third-party apps (AppExchange)
- Powerful automation and AI capabilities (Einstein AI)
Unique Value: Salesforce provides a single, customizable platform to manage all stakeholder relationships across the entire construction lifecycle, from initial bid to long-term service.
🎯 Use Cases (3)
✅ Best For
- Creating a unified view of customer and project data across a large organization.
- Automating the bid-to-project handoff process.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Small contractors needing a simple, out-of-the-box solution
- Companies with limited IT resources for customization and administration
🏆 Alternatives
Offers unparalleled flexibility and a vast ecosystem compared to industry-specific point solutions, but requires more initial investment in setup and customization.
💻 Platforms
✅ Offline Mode Available
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (Premier Success Plan tier)
🔒 Compliance & Security
💰 Pricing
✓ 30-day free trial
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