Beyond call recording: getting real ROI from Gong
Most teams treat Gong as expensive call storage. The return is in coaching, deal execution, and forecast accuracy. Here is how to move from recording to results.
Read the full post → How We Help
What we deliver for construction firms.
Pursuit and bid management platform
Salesforce-based pursuit tracking with bid management, win/loss analytics, competitive intelligence, and proper sales team coordination.
Mobile field execution
Salesforce Mobile and Field Service Lightning for daily reports, time tracking, photo capture, weather logs, and project status updates from the field.
Subcontractor portal
Experience Cloud portal for subs, bid submission, document management, payment tracking, and coordination workflows.
Real-time job financials
Procore + Salesforce + Tableau integration for live job profitability, budget vs actual tracking, and PM-level visibility.
Safety and incident management
Mobile-first safety incident reporting, OSHA tracking, certification expiry alerts, and toolbox-talk infrastructure.
Equipment and asset platform
Asset tracking with utilization metrics, maintenance scheduling, depreciation, and job-level allocation reporting.
Common Challenges
What we see in construction.
The technology and process challenges that come up in nearly every engagement we run in this industry.
Pursuit visibility across long cycles
Construction pursuit cycles are long and involve many stakeholders. Most firms cannot tell you where pursuit dollars are sitting at any given moment.
Field-to-office data lag
Information from the jobsite often takes days or weeks to reach project accounting. By then, the margin damage is done.
Subcontractor coordination chaos
Sub coordination runs on email, paper, and tribal knowledge. Better tooling transforms project execution and reduces claims risk.
Estimating disconnected from CRM and accounting
Most estimating happens in standalone tools, then gets re-keyed into CRM and accounting. The data loss along the way is enormous.
Safety and compliance documentation
OSHA requirements, safety incident tracking, and certification management often live in paper or disconnected systems.
Equipment fleet and asset tracking
Knowing where equipment is, what it cost, and what it earned per job is the difference between profitable jobs and losses.
Regulatory & Compliance Matters
What we navigate in construction.
Compliance is not a separate workstream, it is embedded in every workflow we deliver. The major frameworks we work within:
OSHA 1926 (Construction Standards)
Safety program evidence, training records, incident reporting, and site-specific safety planning.
Prevailing Wage / Davis-Bacon
Certified payroll workflows, fringe benefit calculations, and prevailing wage compliance evidence.
EEO / OFCCP (Government Contracts)
Affirmative action program compliance, applicant tracking, and government contractor reporting.
Surety / Bonding Requirements
Bonding capacity tracking, surety relationships, and project financial reporting for bond underwriters.
Lien Rights & Notices
Preliminary notice tracking, lien deadlines by state, and waiver workflow management.
Environmental & Stormwater (SWPPP)
Stormwater pollution prevention plans, environmental compliance evidence, and inspection workflows.
Signature Service Categories
The major construction practices our team runs.
Each category represents a deep specialization with dedicated playbooks, accelerators, and experienced practitioners.
Pursuit & Bid Management
Long-cycle pursuit tracking, competitive intelligence, win/loss analytics, and pursuit team coordination.
Estimating & Pre-Construction
Estimating workflow design, historical data leverage, and pre-construction productivity.
Project Operations & Financials
Project accounting integration, real-time profitability, and field-to-office data flow.
Subcontractor & Trade Partner Platforms
Experience Cloud portals for subs, bid submission, payment tracking, and coordination.
Safety, Compliance & Asset Management
Safety incident tracking, OSHA compliance, certifications, and equipment fleet management.
Other Platforms
The technology stack we typically deploy here.
Salesforce + Procore integration
Sage 300 / Viewpoint Spectrum
Field service mobility
B2W / HCSS estimating
PlanGrid / Autodesk
Tableau for job financials
DocuSign for change orders
Equipment management platforms
Safety management systems
Experience Cloud subcontractor portals
Integration Ecosystem
The platforms we connect to in construction.
Our team carries hands-on experience across the systems your firm already runs. Integration is rarely the bottleneck.
Procore
Autodesk Construction Cloud
Sage 300 CRE
Viewpoint Vista / Spectrum
Foundation Software
Acumatica Construction
CMiC
Salesforce Manufacturing/Custom
PlanGrid
Bluebeam Revu
Procore Estimating / Sage Estimating
BuilderTrend
CoConstruct
STACK
JobNimbus
eSUB
HCSS
B2W
How Clients Engage Us
Four ways to work with us on construction initiatives.
From short diagnostics to fractional leadership, every engagement model is designed around the client's stage and needs.
Discovery & Strategy
Construction-specific assessments across estimating, operations, and field execution.
Fixed-Scope Implementation
Defined projects for CRM, sub portals, mobile field apps, or estimating integration.
Managed Services
Ongoing platform administration for GCs, subs, and specialty contractors.
Fractional Construction Technology Leadership
Senior construction technology leadership for growing contractors.
Outcomes We Deliver
The metrics we actually move for construction clients.
Engagements are measured by movement on the numbers that matter. These are the directions of travel we commit to.
Bid response time
Reduced
Bid win rate
Increased
Project information lookup time
Reduced
Change order processing time
Reduced
Subcontractor onboarding time
Reduced
Safety incidents per 200K hours
Reduced
Signature Frameworks
Proprietary methodologies for construction work.
Every engagement leverages reusable assets, frameworks, blueprints, and diagnostics built up over hundreds of client projects.
Bid-to-Build Pipeline
A reference architecture for moving opportunities from prequalification through bid, award, and project handoff without losing data or context.
Field-to-Office Sync
Our approach to connecting field-captured data (daily reports, photos, RFIs, punch lists) into back-office systems with minimum friction.
Subcontractor Operating System
A framework for prequalifying, contracting, insurance-tracking, paying, and managing subcontractors at scale.
Project Financial Visibility
A blueprint for connecting accounting (Sage/Viewpoint), project management (Procore), and CRM so cost-to-complete is real-time and accurate.
Featured Insight
Insight & analysis from our construction team.
Practitioner-level analysis from the consultants delivering the work.
Revenue Operations
Case Study
Recent construction success story.
AI & Technology Consulting
A telecom-infrastructure contractor used Document AI and Agentforce to read forms its existing tools could not
A tower-construction company automated extraction of checkbox-heavy inspection forms and added natural-language project analysis after spending 60+ hours failing to do it alone.
60+ hrs
Prior DIY effort replaced
Our Capabilities
How we help construction clients.
Salesforce
Implementation, configuration, and managed services across the full Salesforce platform, from Sales and Service Cloud to Agentforce and Data Cloud.
Learn more →Gong
As one of Gong’s earliest services partners, we implement, integrate, and optimize Gong so revenue teams actually adopt it.
Learn more →AI Consulting
Strategy and production AI, from use-case selection and governance to deployed agents on the platforms you already run.
Learn more →Revenue Operations
The systems, data, and rituals that make sales, marketing, and customer success operate as one revenue engine.
Learn more →Ready to move construction forward?
Free 30-minute strategy session with one of our consultants who knows your industry.
Book a Consultation →