General Contracting Enterprise Package

Your sales team will appreciate the automated selling tools, including lead and customer mapping to identify top sales geographies, CPQ for fast proposal generation, email and Slack integration, dispatch and field service management, sales dashboards, and training to launch your company into the coming year.

$43,899 Completion Timeline:
16 Weeks

Call (800) 951-7651 or email [email protected] for more information.

Project Kick-Off

  • We'll introduce you to the consultant leading the project on our team, obtain login access to Salesforce, and being scheduling strategy sessions to discuss your goals and project timeline.

Lead Configuration

  • We'll configure leads for tracking potential customer projects, including commercial and residential, collecting basic information such as project type, permitting needs, materials, budget, and timeline.

Account Implementation

  • We'll implement accounts for tracking both company records for your commercial projects, and households for managing your residential projects, including location, municipality, including demographic and contact information.

Contact Configuration

  • We'll configure contacts for tracking information such as title, role, phone, email, buying authority, best times to contact, and any personal preferences to materials, styles, or budget.

Email & Slack Integration

  • We'll connect your Outlook or Gmail-based email services to Salesforce to ensure relevant conversations are captured for reporting and accountability purposes, as well as a Slack integration for team collaboration.

Customer Mapping

  • We'll implement Salesforce Maps to provide your team a visual guide for your past, current, and potential project activity for your area of operations to identify sales hot spots.

Opportunity Implementation

  • We'll implement opportunities for tracking project sales, and potential sales, including the ability to upload any drawings, customer examples, diagrams, permits, bid materials, or estimates including forecasted close dates and payment terms.

Configure Price Quote Setup

  • We'll set up CPQ to allow your team to generate proposals faster than ever, including automated approvals, discount rules, product catalog selection, and document generation to your potential customers.

Field Service Customization

  • We'll customize Field Service Lighting to allow your office to track work orders for repairs, warranty work, troubleshooting, or smaller projects for repeat customers.

Management Dashboards

  • We'll create dashboards for tracking your sales teams' prospecting activity, including any cold outreach, past customer referrals as well as upcoming RFP's with due dates and proposal generation statuses.

Data Migration

  • We'll perform an export from your existing CRM, perform a test import to ensure accuracy, and then a final import just prior to go-live.

Salesforce Training

  • We'll perform training for your team to understand the daily use and administration of Salesforce, which can be recorded for future playback as you onboard new staff.