Best Practice Solutions for AEC

Mastering AEC Relationship Management with
Salesforce Insights

In the AEC industry, strong relationships fuel growth and success. With the right data and Salesforce at your side, you won’t just manage these connections—you’ll supercharge them. Transform your relationships into strategic assets that drive growth by building an effective partner and client network with Salesforce.
Harnessing Data for Effective
Relationship Management

Your first step involves streamlining and enhancing data entry processes. Make entering essential information about your business relationships easy with Salesforce’s intuitive interface, ensuring the data gets captured and used effectively to manage your business.

Driving Informed Go/No-Go Decisions

Enhance your bidding strategy with historical project data and relationship insights. By understanding past successes, failures, and relationships, make more informed Go/No-Go decisions for project bids.

Leveraging Relationships
for Cross-Selling Opportunities

Spot cross-selling or upselling opportunities by understanding relationships across divisions and account hierarchies. Expand your services and strengthen relationships by tailoring solutions to client needs.

Transforming Business Strategy with Salesforce

Equipped with your strategy, here are the key Salesforce products that can support your relationship management efforts:

  • Sales Cloud: Gives you a holistic view of your customer interactions.
  • Salesforce CRM Analytics: Uncovers insights and trends from your relationship data.

  • Salesforce Inbox: Optimizes the user experience across devices.

Driving Salesforce Adoption: Making the Most of Your Investment

Implementing Salesforce is only the first step. Consistent and widespread use of Salesforce within your organization unlocks its benefits. Here are strategies to facilitate its adoption:

  • User-Friendly Design: Make the Salesforce layout simple and easy to navigate. This helps users interact more, whether they’re using a computer or phone.
  • Custom Training Sessions: Offer focused training sessions. Teach your team how and why to use Salesforce, tailored to their roles and your business.
  • Ongoing Support: Always have help available. Quick support can solve issues and avoid frustrations, keeping things running smoothly.
  • Engaging Mid-Level Management: Get your mid-level managers on board. Their active use and support can inspire others to use Salesforce more.
  • Data Automation: Let Salesforce handle repetitive tasks. This allows your team to focus on using the data for better strategies and relationships.
  • Adoption Tracking: Keep an eye on how often Salesforce is used. This can show you where to make improvements and how well the system is being adopted.

Implementing these strategies ensures that your investment in Salesforce becomes a transformative force for your relationship management efforts.

Navigating the complex world of AEC relationships can be challenging, but you’re not alone. At The Hunley Group, we’re not just tech wizards with Salesforce—we’re partners in your journey to better relationship management. We work hard to understand exactly what you need, sharing our industry and Salesforce expertise to help you get the most from your investment. Let’s collaborate, navigate the complexities, and find the right solutions together.

Transformation starts here