Australian building and construction site

Salesforce for Australian Building & Construction

CRM for builders, contractors, and construction firms - managing project pipelines, subcontractor relationships, quoting workflows, and site operations.

Over 210 building & construction projects delivered across Australia.

Trusted by Australian building & construction businesses

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SOL Business Solutions implements Salesforce for Australian building and construction companies. We configure Sales Cloud for project pipeline and tender management, automate quoting workflows, and integrate with accounting tools like Xero so your team has visibility from lead through to project completion.

How Does Salesforce Help Building & Construction Businesses?

Construction businesses manage complex pipelines - tenders, variations, retentions, and long project timelines. Spreadsheets and disconnected tools create visibility gaps between sales, estimation, and project delivery.

Salesforce centralises your pipeline from initial enquiry through quoting, contract, and project tracking. Automated workflows trigger follow-ups on open quotes, flag stalled tenders, and keep your team focused on winnable work.

For builders managing subcontractor relationships, we configure custom objects to track subcontractor performance, certifications, insurance expiry, and availability - giving project managers a single source of truth.

Construction site operations

What Challenges Do Construction Businesses Face with CRM?

The biggest challenge is adoption. Construction teams work on site, not at desks. Salesforce's mobile app lets field teams log site visits, update project status, and capture photos directly from their phone.

Quoting complexity is the second challenge. Construction quotes involve multiple line items, margins, and variations. We build structured quoting workflows in Salesforce that integrate with your existing estimation tools.

Finally, integration with accounting. Most construction businesses run Xero or MYOB. SOL connects Salesforce to your accounting platform so invoices, payments, and project costs flow automatically.

Which Salesforce Clouds Work Best for Construction?

CloudUse Case
Sales CloudProject pipeline, tender tracking, quoting, client management
Service CloudDefect management, warranty claims, post-completion support
Salesforce MapsTerritory planning, site visit scheduling, subcontractor mapping
Experience CloudSubcontractor portals, client project status updates

Most construction businesses start with Sales Cloud as their foundation. Service Cloud is added for defect and warranty management, and Maps for field operations.

Our construction clients typically see the biggest ROI from automating their quoting workflow. Manual quote generation that used to take hours can be reduced to minutes with structured templates in Salesforce.

Our Delivery Process

01

Discover

Site operations audit

02

Configure

Platform configuration & workflows

03

Test

User acceptance testing and validation

04

Train

Office & site team training

05

Support

Post-launch support

How SOL Works with Construction Businesses

We start with a free discovery call to understand your operation - project types, team structure, existing systems, and pain points. From there, SOL delivers a fixed-price proposal using our implementation methodology, so you know the cost before you start.

Every engagement is led by a senior consultant with construction industry experience. We provide training for both office and site-based teams, plus post-launch support and optional ongoing health checks to keep your system optimised.

Pricing: QuickStart packages start from $2,000 per cloud. Custom builds are scoped and quoted after discovery. See our pricing page for details.

Frequently Asked Questions

How much does Salesforce cost for a construction business?

QuickStart packages start from $2,000 per cloud. Custom builds with quoting workflows and accounting integrations are scoped during a free discovery call.

Can Salesforce handle construction quoting?

Yes - we build structured quoting workflows with line items, margins, and variation tracking. Quotes can be generated as branded PDFs directly from Salesforce.

Does Salesforce integrate with Xero or MYOB?

Yes - SOL specialises in connecting Salesforce with Australian accounting platforms. Invoice, payment, and project cost data flows automatically between systems.

Can field teams use Salesforce on site?

Yes - the Salesforce mobile app works on any device. Teams can log site visits, update project status, and capture photos from their phone.

How long does implementation take?

QuickStart implementations go live in 1-4 weeks. Custom builds with integrations typically take 4-6 weeks.

SOL

Ready to streamline your construction pipeline?

Free discovery call. We'll scope your project and give you a fixed quote.