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.
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?
| Cloud | Use Case |
|---|---|
| Project pipeline, tender tracking, quoting, client management | |
| Defect management, warranty claims, post-completion support | |
| Territory planning, site visit scheduling, subcontractor mapping | |
| Subcontractor 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 Delivery Process
Discover
Site operations audit
Configure
Platform configuration & workflows
Test
User acceptance testing and validation
Train
Office & site team training
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.
Ready to streamline your construction pipeline?
Free discovery call. We'll scope your project and give you a fixed quote.


