Salesforce implementation consulting in Wichita.

Start with the records account managers touch every day: customer accounts, program records, contacts and quotes. Once those are stable and connected to ERP order history, add service processes for repairs or warranty work, then partner or customer portals if needed. Each phase goes live on its own, so the team works in Salesforce early and later phases benefit from what the first one reveals about data quality.

Treat each bid as an opportunity tied to the project, owner, general contractor and estimator, with bid dates and scope driving the pipeline. Won bids can convert into job records that carry the budget, schedule milestones and change orders, while cost and payroll data stay in the accounting or ERP system and flow back for reporting. Construction contributes about 4.6% of Wichita's 2024 metro GDP, so job-based data models come up regularly here alongside aircraft programs and crop years.

Often, yes, with care. Diversified companies in the region can run separate record types, processes and sharing rules for each business on a common set of accounts and contacts, which helps when the same customer buys from both. The decision depends on how much the processes differ and whether leadership wants combined reporting. We weigh those factors in discovery and recommend one org or separate orgs with evidence.