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Construction and Real Estate

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Blog

Your Clients Are Telling You What to Sell - Are you listening?

Most construction companies are sitting on years of client, project, and scope data, yet still make growth decisions based on instinct. Leadership teams debate where to invest, which services to expand, and which...

Salesforce Construction and Real Estate
Blog

The Hidden Cost of “Good Enough” Estimating Spreadsheets

Spreadsheets are the comfort food of estimating: familiar, fast, and quietly expensive. Over time “good enough” becomes margin erosion you can’t pinpoint and proposals you can’t defend once a project is underway.

Salesforce Risk and Compliance
Case Studies

Neil Kelly Transforms Project and Financial Management

Neil Kelly's finance team was working from an Excel workbook that refreshed overnight over a VPN. Salesforce and Sage Intacct now talk to each other directly, so project managers watch job costs and margin as they move.

Salesforce Construction and Real Estate
Reviews

Industry: Engineering, Construction, & Real Estate — Neil Kelly

Stephen was amazing with our Calendly Implementation. He built the Flows to our specification, tested many scenarios, and made sure everything was working without issue. I would gladly work with Stephen again on our...

Salesforce Construction and Real Estate