Best Practice Solution Set
for AEC
for AEC
Elevate AEC Business Development: A Practical Guide to Salesforce AI
The Hunley Group’s step-by-step guide to Salesforce AI for AEC.
Increasing Productivity in AEC Matters More than Ever
With the AEC industry shifting from vertical construction to sectors like data centers and public infrastructure, efficient tools that leverage relationships are more critical than ever. AI doesn’t just simplify tasks—it’s crucial for navigating these changes and seizing new opportunities.
As veteran employees retire and the labor market tightens, firms must adapt quickly. One effective strategy to address this challenge is to reduce manual data entry, a task that often leads to frustration and disengagement among employees. Salesforce’s AI-driven automation tools are here to help, letting employees focus on more meaningful work.
Mapping the Relationship Landscape
Navigating the intricate web of industry relationships is essential. Salesforce’s Einstein Relationship Insights dives deep, blending internal and external data to offer a crystal clear view of connections between companies, pulling data from the web to your Salesforce org in a flash. This insight helps build a strong relationship database, crucial for making savvy decisions.
Assess Risks with Dynamic Scoring
Custom scoring models are transforming project targeting. Salesforce AI develops models that adapt to both internal and external data—like market trends and billing indices— ensuring your scoring remains current and actionable. Unlike static models, Salesforce’s Einstein Discovery keeps our scores relevant with real-time updates. Additionally, you can enhance your scores by following clear, proven steps that have driven success in other projects.
Automating Document to CRM Entry
Manual entry of RFP data into CRM systems is time-consuming and prone to errors. Fortunately, automation tools like IDP (Intelligent Document Processing) and MuleSoft Composer can handle this process efficiently. These tools extract data from documents, manage workflows, and seamlessly integrate the information into Salesforce.
Optimizing Resource Allocation
Choosing the right team for a project is vital, and AI can streamline this process. With Salesforce, you can leverage tools like Hunley’s ProposalWizard, which allows for the creation and management of detailed, standardized resumes that captures experience and relevant skills. When paired with Einstein Recommendation Builder, these tools help match candidates to specific project roles based on their past performance and expertise. This data-driven method reduces bias, and increases the likelihood of winning bids.
Streamlining RFP Responses
Tailoring project profiles to meet the specific requirements of an RFP can be a complex task. Salesforce’s Einstein Copilot, a generative AI, simplifies this by ensuring all necessary details—project descriptions, client information, and more—are accurately included. This information is then seamlessly integrated into Adobe InDesign, creating a polished, compliant submission ready for delivery with Hunley’s ProposalWizard for AEC tool.
By embracing these AI-driven strategies, AEC firms can significantly enhance their operations, improve productivity, and stay competitive in an evolving industry.
Interested in seeing a demo? Reach out to sales@thehunleygroup.com or click here to schedule a time and see everything that AI can do for your AEC business.
