Architecture, Engineering & Construction

Experienced Team, Better Results

We know that architects, engineers, general contractors, construction managers, and specialty contractors all face unique challenges and opportunities in their industries. That’s why our team of experts includes former executives who cut their teeth in the AEC world and have the specialized knowledge to adapt Salesforce to fit AEC business models and best practices. We founded our company on the idea that industry-specific expertise is key to success, and we’re committed to bringing that expertise to every client we serve.

Improve your sales team operations with our industry solutions for
architecture, engineering, & construction.

Our approach puts business process first. Once we understand your pain points, goals, and aspirations, 
we roll up our sleeves and get to work customizing Salesforce to meet your specific needs.

Relationship Management



“We are a commercial roofing company with a 400+ seat Salesforce instance. The Hunley Group has helped us build our instance from the bottom up and is able to keep up with us as we evolve. They know our company inside and out and provide excellent services, solutions, training, and more—we couldn’t be happier!”

– Salesforce Admin, Commercial Roofing Leader

Success Stories

Multiple business units and office locations worked with separate spreadsheets and databases to track project leads. With a lack of centralized communication, the firm was missing out on leveraging existing relationships to successfully pursue projects.

We used our standard industry architecture as a basis and customized for the client’s specific needs, so they could use Salesforce to identify project pursuits associated with each office and all the related parties (owner, consultants, etc.). With the information centralized, a BD dashboard gave an overview of pursuits at different stages with filters by office and market segment, and underlying reports showed data on project pursuits at different stages.

Personal introductions led to growth in successful pursuits. Visibility to existing relationships made it easier to find who knows who. Weekly team meetings were more efficient and effective across the organization..

With a lot of project leads coming in, it can be hard to take a step back and make decisions about what to pursue, and sometimes there isn’t a good discussion about what to say “no” to. The firm wasn’t adequately tracking go-no go decisions, and some projects were slipping through the net so they were spending time and resources pursuing leads they should not. They were more likely to win an unprofitable project. or lose a desirable bid they hadn’t put enough focus on.

We built a custom solution in Salesforce to capture relevant data to assess go/no-go decisions. Each project lead was scored based on the likelihood of winning the business, and the potential profitability of the project. Built-in approval processes allowed the firm to route decisions on large or risky projects to the top of the organization and decisions on smaller projects to the local offices. All information was centralized and accessible to key contributors.

Processes to follow for each pursuit and company-wide visibility led to better decision making, open discussion so new people can learn why decisions are made, more efficient use of time and resources, and an increase in profitable projects.

The firm needed visibility into each team member’s current and future workload. Project assignments were being managed using decentralized manual tracking methods, and would often fall behind as projects and priorities shifted, leading to too much or too little work and high levels of stress on the team.

We implemented Salesforce with resource management functionality. Through a visual interface, employees could be assigned to pursuits or projects in the short term or long term. The tool provided visibility into whether there was too much or too little work assigned to each team member.

Company-wide visibility into updated resource management tracking led to less stress and higher productivity across the team. Easier insight into whether the relevant resources are available to help decide whether to pursue a project.

The firm needed visibility into overall expected revenue for key project pursuits and for projects already underway. As start and end dates and total revenue tend to change over time, and the revenue for a project may follow one of several curves, this was done on a single spreadsheet that was difficult to maintain and keep up to date. Days were spent each month by multiple people to make updates that may already be out of date by the time the revenue forecast was presented.

We customized Salesforce to create an expected revenue curve for each Opportunity or Project, automatically updated for future months as the dates and total revenue changed. We used an Einstein Analytics dashboard for advanced viewing and manipulation of the data, with numerous filters and the ability to remove specific opportunities (or projects) from the forecast. The same data could be seen through a number of different lenses.

Leadership and finance could see visual, up-to-date, aggregated revenue forecasting and filter down to see the expected performance in different areas of the company. This helped them make decisions about right-sizing their workforce and related purchases such as equipment.

Ready to transform your business?