Industry
Products
Customer Overview
SOLID LLC is a leading residential and commercial construction company specializing in deck, carpentry, framing, remodeling, and multi family construction projects across the Twin Cities of St Paul and Minneapolis.
With thousands of completed projects, multiple operational teams, estimators, project managers, and field crews, SOLID required a centralized operational platform capable of streamlining estimation workflows, project execution, resource allocation, field service coordination, and accounting visibility.
As construction operations expanded, managing projects, estimations, crew allocation, billing workflows, and project profitability through spreadsheet based systems became increasingly complex.
Business Challenges
SOLID relied heavily on complex Excel based systems for sales estimations, project management, resource planning, and billing operations.
Estimators faced challenges managing dynamic pricing, accurate project estimations, and external take off integrations across multiple construction scopes and line items.
Project managers struggled with fragmented resource allocation, project tracking, crew management, and operational forecasting workflows.
Field operations depended on manual scheduling and spreadsheet based resource allocation, creating inefficiencies in crew coordination, billing visibility, and project execution.
Management also lacked centralized visibility into project margins, sales pipelines, resource utilization, and operational reporting.
Salesforce Solution Delivered
Innovalley implemented a centralized Salesforce ecosystem focused on streamlining construction sales operations, project execution, field workforce coordination, and accounting workflows.
The solution integrated Sales Cloud, Field Service Lightning, project management modules, estimation workflows, billing automation, and operational dashboards into a unified construction operations platform.
Custom workflows were developed to support dynamic pricing structures, estimation calculations, project management processes, resource allocation, crew scheduling, billing visibility, and operational forecasting.
Salesforce Ecosystem & Business Outcomes
Unified Construction Workflow
Sales & Estimation → Salesforce Sales Cloud → Project Management → Field Service Operations → Billing & Accounting
The integrated Salesforce ecosystem centralized construction sales operations, project execution, field workforce coordination, billing automation, and operational reporting into a scalable construction management platform.
Operational Improvements Achieved
Improved Estimation Accuracy
Faster Sales & Proposal Workflows
Better Resource Visibility
Streamlined Field Operations
Automated Billing & Payables
Centralized Construction Operations
Modernize Construction Operations with Salesforce
Streamline estimations, project management, field workforce coordination, and construction visibility through scalable Salesforce solutions built for construction businesses.
