Customers, sites and opportunities connected
Keep relationship history, site information and sales follow-up together, with clear ownership.
Salesforce for facilities & field services
Connect quotations with completed work.
Connect customer relationships, sites, quotations and the evidence around each job. We help facilities and field-service businesses design Salesforce around their operational hand-offs and recurring work.
Where Salesforce can help
Track the handover from office to field.
An agreed quote that becomes actionable work
Define the hand-off from accepted quotation to job preparation, including required information and responsibility.
Completion evidence ready for review
Bring contractor notes, documents and completion status into an internal review process.
Recurring work with fewer blind spots
Make contract dates, planned visits and renewal follow-up visible alongside the customer relationship.
Quote-to-job workflow
Connect the commercial and operational hand-off
- 01
Quotation
Capture scope, customer and site information.
- 02
Job hand-off
Pass the approved requirement to the delivery team.
- 03
Completion evidence
Gather notes and agreed supporting information.
- 04
Review & follow-up
Approve the report and plan the next visit or renewal.
An existing engineering, scheduling or accounting platform may remain authoritative. Full dispatch, stock control and field-service capabilities are scoped where needed—not assumed as part of every CRM implementation.
AI assistance
Prepare reports from completion notes.
We choose between Agentforce, a custom assistant and conventional automation based on the task. MCP can connect an assistant to permitted tools and data, with review before any agreed action.
Explore AI and MCP setupAn AI use case
Turn completion notes into a report draft
An assistant could organise permitted job notes into an agreed report format and flag missing information. A responsible team member validates the evidence and approves the report before release.
Draft for human review · Access limited to permitted information
Working with Forgemoor
Connect customer records with service delivery.
We can review your current CRM, implement Salesforce or connect it to a specialist system. Our consultants use early prototypes to test the design with your team.
Where does work stall between the office and the field?
Let’s explore the process, the systems around it and a practical first improvement.