Salesforce for ConstructiOn — Implemented the Right Way

Transform How Your Construction Business Manages Leads, Projects, and Operations

Modern construction teams can’t afford disconnected spreadsheets, lost leads, or siloed project data. Black Forge Technology helps contractors, subcontractors, and construction service companies unlock the full power of Salesforce—with clean implementations designed specifically for how construction companies operate.

From estimating and preconstruction workflows to project execution and service operations, we tailor Salesforce to fit your real-world processes.

Why Construction Companies Choose Black Forge Technology

Industry Experience Meets Technical ExcellencE

Most Salesforce consultants understand the platform.

We understand construction.

Your workflows, site realities, approval chains, RFIs, change orders, multi-project juggling, and field-to-office communication needs—all shape how your CRM should run.

Three construction workers in safety vests and helmets looking at a tablet with digital data overlay, construction site in the background at dusk.

Built for the Way You Actually Work

Construction organizations need:

Clear opportunity tracking
Tight handoff from sales → estimating → operations
Accurate forecasting
Robust document and email tracking
Integration with estimating tools, BIM systems, and project management platforms
Dashboards that actually help you make decisions

We design your Salesforce environment around your existing processes (or help you improve them), rather than forcing a generic CRM template on your team.

End-to-End Implementation & Ongoing Support

From initial scoping to go-live and training, Black Forge handles the full lifecycle of your Salesforce rollout—so your team ramps up quickly and confidently.

Two construction workers wearing orange safety vests and white hard hats shake hands at sunset with a construction framework in the background.

🔧 Custom Salesforce Implementation

Tailored configuration that supports the complete construction lifecycle:

Lead → Opportunity management
Estimating & preconstruction tracking
Project setup automation
Bid calendars & proposal workflows
Cost, margin, and forecast reporting
Contract, CO, and RFI tracking
Customer & subcontractor management
Equipment tracking
Field + office communication flows

Salesforce Services for Construction

Silhouette of a construction worker wearing a safety vest and helmet, holding a tablet, with construction crane and building framework in background, alongside a vertical list of construction project management steps.

A diagram showing multiple icons connected to a central cloud with arrows pointing in all directions, representing cloud computing or data integration.

🔌 Integrations With Your Existing Tools

Construction teams rely on many software systems. We connect Salesforce with:

Procore
Autodesk Construction Cloud / BIM 360
PlanGrid
Bluebeam
QuickBooks / ERP systems
Custom estimating or BIM platforms (including BIM-IQ)
AWS-based systems & internal apps
S3 / SharePoint document storage

If your business uses it—we can integrate it.

⚙️ Automation & Workflow OptimizatioN

We eliminate manual steps with:

Automated proposal generation
Email + document templates
Approval workflows
Task assignment & follow-ups
Multi-project rollups
Forecasting dashboards
Field forms & mobile workflows

Laptop screen displaying business analytics charts and graphs in a dark environment, with a crane in the background.

📊 Reporting for Leadership, PMs, and EstimatinG

Construction leaders need actionable data. We build dashboards for:

Sales pipeline & backlog
Estimating performance
Win/loss metrics
Forecasted revenue
Cashflow indicators
Project performance summaries
PM workload & capacity
Client experience metrics

Video call with a woman showing business charts and two men visible in a small inset window.

🎓 Training & Change Management

We make Salesforce easy for your team:

Hands-on training
Role-based guides
Workflow documentation
Admin training
Post-launch support packages

Who We Serve

We specialize in Salesforce implementations for:

General Contractors
Subcontractors (MEP, Concrete, Steel, Carpentry, Masonry, Sitework, etc.)
Fabricators & Prefab shops
Engineering firms
Construction services companies
Material suppliers
Specialty construction technology teams

Your business is unique—and we adapt Salesforce to support your exact structure.

Why Black Forge Instead of a Generic Salesforce Consultant?

⚒️ Deep Construction Domain Knowledge

We’ve spent years solving problems for construction teams—estimating, BIM/VDC, field ops, and executive forecasting.

🧱 Proven Technical Expertise

20+ years building cloud platforms, custom automations, and high-integrity data systems.

🌎 U.S.-Based + Global Delivery Options

We combine U.S. engineering expertise with scalable offshore resources where appropriate—maximizing value and speed.

🚀 Fast, Clean Implementations

No bloated timelines. No over-engineering.
Just the right solution, deployed correctly.

♻️ Long-Term Partnership

We don’t disappear after go-live.
We support, optimize, and adapt your system as your business grows.

Sample Implementation Packages

Starter Package (Sales Teams)

Perfect for smaller firms or teams new to Salesforce:

Opportunity management
Basic lead flow
Email templates
Sales pipeline dashboard
Mobile-ready workflows

Pre-construction Package

For teams needing estimating + sales alignment:

Opportunity → Estimate handoff
Bid calendar
Proposal generation
Estimator workload dashboard
Integrations with BIM-IQ or estimating tools

Full Construction CRM Package

For companies wanting a unified CRM + precon + operations system:

Complete sales & pipeline tools
Preconstruction + estimating workflows
Project setup automation
RFI / CO tracking
Project dashboards
ERP / Procore integrations

Ready to Transform Your Construction Workflows with Salesforce?

📩 Tell us about your business and your goals — we’ll build a customized implementation plan.