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A home dashboard containing the essential information of all projects.

Drive growth and win the right bids with one connected platform.

Harness the power of automation, AI and real-time data analytics with an engineering and construction CRM that increases
agility, boosts productivity, manages risk and does more with less.

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Project command centre containing the overview of the bids.

Rally employees around a single, shared view of every project.

Mobilise teams, manage resources, track project performance and execute efficiently.

  • Unify your project oversight. Streamline project management with a holistic view that ensures all stakeholders are working with and have access to the consistent data, whenever and wherever they need it.
  • Enhance your operational monitoring. Improve visibility across operations and portfolio with the ability to track progress, milestone adherence and key KPIs in real-time.
  • Integrate your data for optimal insights. Combine trusted data and analytics in one, singular view to understand things like profitability, competitive advantage, environmental impact, supplier performance, execution and operational efficiency.
  • Streamline your document management. Generate and maintain comprehensive documentation for project proposals, RFPs, contracts, technical specifications and project library to use as references when bidding and building new projects.

A dashboard containing competitor analysis.

Empower teams to win the right bids, improve margins and optimise resource allocation.

Drive more informed decision making at every level of your business with analytics and predictive and generative AI capabilities. 

  • Drive profitability with bid insights. Unlock the real-time data you and your team needs to identify opportunities, improve forecasts, streamline collaboration and drive savings and efficiency.
  • Manage people and equipment resourcing. Improve resource allocation by leveraging AI to match the right talent to the right project (or bid) at at the right time. Proactively manage equipment and machinery with predictive analytics that work to optimise your overall operation.
  • Streamline projects and customer journeys. Manage project related enquiries and provide support with generative AI chat-bots. Implement automated AI-tailored customer journeys that help nurture leads and drive continued engagement, ensuring you’re top of mind when the next RFP comes out.
  • Gain insights into potential opportunities. Analyse market trends and competitors' strategies to identify potential advantages.
A dashboard for subcontractor insights.

Unify data and increase visibility across teams, subcontractors and partners.

Break down silos, centralise data and streamline processes to unlock knowledge, improve forecasting, win the right bids and track profitability.

  • Streamline insights in one view. Unify data into a singular profile to better understand and analyse profitability, project status, staffing and suppliers.
  • Optimise subcontractor selection and management. Create a 360-degree view of subcontractors to identify the best fit for each project based on historical performance, CSAT and financial metrics.
  • Unify equipment data. Bring all equipment data together to better manage and understand needs, maintenance and performance.
  • Enhance reporting across platforms. Align things like project, outcome, supplier and safety reporting into a single profile to facilitate more consistent reporting across systems and data silos.

Build your engineering and construction solution with the following Salesforce products:

AI

Experience AI built into the flow of work, for any workflow, user, department and industry.

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Data Cloud

Activate all your customer data and empower your team with relevant insights and contextual data.

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Sales Cloud

Improve sales rep efficiency with automated, intelligent sales tools that help your business scale.

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Field Service

Automate processes, giving your mobile workers time to focus on personalised human interactions.

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Marketing Cloud

Personalise customer experiences and optimise campaigns with data-first solutions across channels.

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Tableau

Make better business decisions with the world's leading data and analytics platform.

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Slack

Unlock automation, knowledge, AI and collaboration at the centre of an open, extensible platform.

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Salesforce for engineering and construction FAQs

A contractor CRM enables collaboration across client, bid and project teams, connecting processes to improve decision making, protect margins and nurture client bases. It provides a way to manage interactions over the client lifecycle while driving profitable growth and operational excellence.

A construction CRM is used to centralise data, automate processes, visualise analytics and provide AI-driven insights to help firms win the work. It is also used to monitor costs, maximise margins, exceed customer expectations, manage sustainability, empower employees and future proof firms.

Contractor and construction CRMs provide companies with a trusted platform to unify their data so they can deliver a best-in-class client experience with proactive, data-driven guidance, shift focus to high-value operations with automation and AI and drive growth grounded in new technology.

Salesforce is consistently ranked the #1 CRM provider every year by a variety of organisations. Salesforce has engineering and construction customers from the largest enterprises to small- and medium-sized businesses who use our solutions.

First, consider your specific business needs. Salesforce empowers engineering and construction firms with a CRM that helps manage risk and drive efficient growth. Our customisable, integrated platform, coupled with AI capabilities, positions it as the ideal solution for firms seeking modernisation.