SALESFORCE® BCI INTEGRATION BY CARNAC GROUP
Combine the power of BCI and Salesforce to win more work, more efficiently.
In construction, staying across key market intelligence and project data is a critical part of tendering for new business. If your business uses BCI to identify and track projects and Salesforce to manage those projects once they become opportunities, then read on.
Both tools play an important role in helping business development professionals and sales representatives perform their job across builders, subcontractors, building product manufacturers, design specifiers, engineers, consultants and other professional services firms.
BCI and Salesforce work well on their own. But now you can make tendering easier by bringing their power together.
Perfect for any business using:
- BCI for construction market intelligence and identifying potential new business, and
- Salesforce for tendering and opportunity management
Introducing Salesforce BCI Integration by Carnac Group
Features and benefits
Identify new business opportunities
Salesforce scours BCI for criteria-matched projects so you don't have to.
Automate opportunities in Salesforce
Data entry is done for you when Salesforce creates opportunities for criteria-matched projects in BCI.
Full data alignment for project opportunities
Never miss a beat with complete BCI project data in Salesforce Opportunity, including contact roles and competitors.
Data syncs with Salesforce Objects
BCI data flows through to Salesforce Opportunity, Accounts, Contacts and Custom Objects to help you keep your Salesforce CRM up-to-date.
Stay updated in real time
BCI data is continually pushed to Salesforce so you always work to the latest market intel and project updates.
Gives you time and peace of mind
Never miss a deadline again! Remove the effort on data management so you can spend more time on strategy and compliance to win new business.
Your business development team is stretched.
Help them drive your best opportunities home.
How it works
Define your project criteria in Salesforce
Quick, easy set-up in Salesforce lets you define the types of projects that are relevant to your business.
Automatically pull matched projects from BCI into Salesforce
Let Salesforce do the heavy lifting to compile your list of relevant projects.
Review and qualify criteria-matched projects in Salesforce
Forget the rest! Only BCI Projects which match your criteria in Salesforce are saved for your review.
Found a good one?Create an opportunity in Salesforce at the click of a button
Your new Opportunity in Salesforce is pre-populated with BCI project data. And you’re ready to go!
Opportunities in Salesforce continually source updated BCI data as it changes
Simple user notifications ensure you’re working to the latest project updates across:
- Project details
- Project decision-makers
- Products and services required
- Project notes
- Response deadlines
- and more.
Congratulations! You’ve just made tendering that much easier!
Now you can forge ahead knowing you’ve wasted no time and you’re working with the latest project data to put your best offer forward.
Request a Demo
Ready to see more? Simply fill in your contact details and one of our team will be in touch to arrange a live demo time.