Product
Salesforce
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About
Salesforce is a cloud CRM platform for sales, marketing, service and custom applications. AEC firms use it for business development, pursuit and opportunity tracking and client relationship management, often through industry layers built on it such as TrebleHook, and connect it to proposal, ERP and project-management systems through its AppExchange and APIs so a won pursuit becomes a project without re-entry.
How teams use it
By audience
- Business Development
- Tracks the pursuit pipeline as opportunities, advancing each prospective project through go/no-go, shortlist, interview, and award stages
- Manages client and owner relationships with account/contact records, capturing key decision-makers, A/E partners, and past project history
- Logs bid and proposal activity so BD leads can forecast hit rates and weight pipeline value by win probability
- Records touchpoints, meetings, and capture-plan tasks against each pursuit to keep teaming and proposal efforts coordinated
- Surfaces dashboards on win/loss, backlog, and pursuit cost to inform which RFPs and clients to chase
- Executive Leadership
- Monitors firm-wide pipeline, backlog, and revenue forecasts through executive dashboards and reports
- Reviews win rates and pursuit costs by market sector, office, or client to guide strategic growth decisions
- Tracks the health of top client relationships and concentration risk across the portfolio
- Uses opportunity-stage data to inform staffing, capacity, and resource-planning decisions
- Sets and measures BD targets, holding teams accountable to pipeline and conversion goals
- Marketing & Communications
- Segments clients and prospects to target email campaigns, newsletters, and event invitations for AEC market sectors
- Captures inbound leads from web forms, conferences, and award announcements and routes them to BD for qualification
- Tracks marketing-sourced opportunities through to award to measure campaign and event ROI
- Maintains a reusable database of project references, client contacts, and qualifications to feed proposals and SOQs
- Coordinates with BD on account intelligence so outreach aligns with active pursuits and key relationships
By phase
- Concept & Planning
- Captures early project leads and inquiries before a formal RFP, seeding the pursuit pipeline
- Tracks go/no-go decisions and capture planning during the pre-positioning phase of a pursuit
- Stores client requirements, project parameters, and stakeholder contacts gathered during initial scoping
- Coordinates teaming, proposal, and interview activities that occur ahead of contract award
- Feeds qualification and reference data into proposals shaping the project's earliest definition
Integrations (27)
| Integrates with | Connection | Details |
|---|---|---|
 | NativeQuick Sight Salesforce connector | |
 | NativeAppSheet Salesforce data source (AppSheet package) | |
 | iPaaSAquifer connector | |
| Native1 type of dataBigTime Salesforce sync | ||
| Native2 types of data | ||
 | NativeCompanyCam managed package for Salesforce | |
| Native1 type of data | ||
| Native1 type of data | ||
| NativeSalesforce integration | ||
 | Native3 types of dataGoFormz Salesforce integration | |
 | Native1 type of dataSalesforce Files Connect — Google Drive | |
 | Native4 types of dataSalesforce Unlocked Package | |
 | Native2 types of data | |
| iPaaSKroo data connector for Salesforce | ||
 | NativeLooker Action Hub: Salesforce | |
 | NativeSalesforce CRM and Salesforce Knowledge Copilot connector | |
 | NativeMicrosoft Entra gallery app — SAML SSO + SCIM user provisioning | |
 | Native1 type of datamonday.com Native Integration | |
 | iPaaSSalesforce connector for Power Automate | |
 | –Salesforce CRM connector (QuickBooks Desktop Enterprise Diamond add-on) | |
| Native3 types of dataSage Intacct Advanced CRM Connector for Salesforce | ||
| Native2 types of dataSAP Cloud Integration packages — SAP S/4HANA (and S/4HANA Cloud) Integration with Salesforce | ||
 | Native1 type of dataSmartsheet Salesforce Connector |
| Integrates with | Connection | Details |
|---|---|---|
| 4 types of dataSalesforce by PlusApps (Majente) |
| Integrates with | Connection | Details |
|---|---|---|
| 1 type of dataForma Construction Connect (Workato) |
| Integrates with | Connection | Details |
|---|---|---|
| 1 type of dataZapier connector |
| Integrates with | Connection | Details |
|---|---|---|
 | iPaaS1 type of datan8n connector |
54 more pairs reachable via connectors
Only partners listed on AEC Integrations appear here. If one is missing, suggest a correction.
Extensions built within Salesforce
Add-ins and apps that run inside Salesforce rather than connecting to it.
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