How We Typically Help

• Build Salesforce around real project workflows 

  • Structuring Salesforce so bidding, estimating, project coordination, and field execution happen inside the platform — not across spreadsheets, email, and disconnected tools. 

• Connect systems, data, and project execution 

  • Making sure business development, operations, finance, and field teams are working from consistent information across the full lifecycle of a project. 

• Turn Salesforce into a system of execution 

  • Embedding approvals, workflows, and project tracking into Salesforce so work progresses consistently from opportunity through completion. 

Common Situations We Step Into

Construction organizations typically come to us in one of three situations: 

1. New Salesforce implementations 

For organizations implementing Salesforce for the first time, the priority is getting the foundation right. 

We work with you to: 

• Define how pipeline, estimating, bidding, and project delivery should operate inside Salesforce 

• Design data models for clients, projects, bids, contracts, and partners 

• Structure workflows from opportunity through award, execution, and closeout 

• Integrate Salesforce with ERP, project management, and financial systems 

• Deliver reporting that connects pipeline, project activity, and performance 

This is usually a strong fit for teams that want to get it right from the beginning, instead of rebuilding later. 

2. Recovering and stabilizing existing Salesforce environments 

For organizations where Salesforce exists but project and field activity is still managed outside the system, the focus is getting things back under control. 

We work with you to: 

• Understand how bids, projects, and field operations are actually being run today 

• Identify where workflows break down between estimating, operations, and delivery 

• Reconnect processes so work flows end to end inside Salesforce 

• Clean up data models so reporting reflects real activity 

• Start making steady, visible improvements 

This tends to work best for organizations that are ready to simplify and fix what’s there — not just keep adding more on top. 

3. Expanding Salesforce as a platform 

For organizations where Salesforce is already in place, the focus shifts to extending it across more of the business. 

We work with you to: 

• Extend Salesforce across project tracking, field operations, and service workflows 

• Introduce structured processes across approvals, contracts, and execution 

• Improve reporting across pipeline, project delivery, and performance 

• Replace inconsistent processes with something repeatable across teams 

This is typically where Salesforce starts becoming part of how the business runs, not just something the sales team uses. 

AI and Automation in Construction Workflows

A growing part of our work is applying Salesforce AI and automation to real operational processes. 

This includes: 

• Moving opportunities through bidding, estimating, and approval workflows 

• Automating project coordination and communication 

• Supporting issue tracking and field-related workflows 

• Reducing manual effort across project and operational teams 

• Keeping projects moving without relying on manual tracking 

The focus is always practical — applying automation where it improves coordination, visibility, and delivery. 

Our Delivery Model

We typically work with organizations in one of two ways, depending on internal structure. 

In many construction organizations, Salesforce is disconnected from project management, operations, or field activity. We work differently — the same people who design the solution are the ones working with you throughout. 

Acting as Your Salesforce Team

For organizations without dedicated Salesforce leadership: 

• • Take ownership of Salesforce across sales, projects, and operations 

  • Align it to how work moves from bid to completion 

  • Define and manage what gets built and when 

  • Coordinate across systems and teams 

  • Deliver implementation, enhancements, and ongoing improvement

This creates a single place where responsibility sits. 

Acting as a Strategic Salesforce Partner

For organizations with an existing team: 

• • Work alongside your team on the parts that are slowing projects down 

  • Lead specific initiatives or problem areas 

  • Fix areas that have degraded over time 

  • Deliver work without adding more layers 

This tends to work best when teams want support where it matters, without changing how they’re structured. 

Handling Growth, Complexity, and Scale

Construction businesses evolve as projects increase in size, number, and complexity. 

We support: 

• Growth in project volume and scale 

• Changes in project delivery models or services 

• Standardizing processes across teams and locations 

• Integrating new systems and operational tools 

• Improving visibility across pipeline, projects, and delivery 

We also support expansion scenarios, including: 

• Aligning operations across business units or regions 

• Consolidating systems and data 

• Standardizing how projects are managed and tracked 

This usually works best for organizations that want to simplify through growth, not carry forward every variation. 

How We Work

Whether implementing, fixing, or expanding Salesforce, the approach is the same: 

• Make it reflect how your business actually needs to operate 

• Keep it aligned as things change 

We’ll also tell you directly when something isn’t working — including when the right answer is to simplify or remove what’s already been built. 

Our Accelerators

Fostering has delivered many successful Salesforce Implementations and Enhancements for banking clients.  This means we've solved many of the challenges that you might face - an overview of some of the technical solutions we've deployed is available here.