Liquid | Probuild Construction - Salesforce CRM

Probuild

Project Management with Salesforce

Platform

Probuild

The Client

Probuild is one of Australia’s largest and most successful construction companies, with an annual turnover of more than $2 billion and work in hand at around $5 billion. They provide an end-to-end service, encompassing all facets of project delivery, construction planning and management.

Probuild is a national leader in large residential and retail projects, with thousands of apartments currently under construction and more than 370,000 square metres of retail work underway.

They are delivering some of Australia’s largest construction projects including $500 million development The Towers at Elizabeth Quay in Perth, Stage 2 and 3 at Promenade Parramatta in Sydney’s west, Chadstone Shopping Centre in Melbourne and the upgraded Jupiters’ New Six-Star All Suite Tower on the Gold Coast.



The Brief

Probuild came to us with the following requirements for their existing Salesforce CRM (Sales Cloud):

  • Build an interactive Gantt Chart that would help them manage their multi-billion dollar pipeline of projects
  • Design a Dashboard that would give them a clearer picture of their business in terms of financials

Our Approach

We first met with the client to fully understand their requirements. As they were an existing Salesforce client, it was very important that we invested time in a "Discovery" phase so we could investigate how their data model was organised within the CRM.

The Dashboards and Reports component of the project was an area we had a lot of experience with - our certified Salesforce Consultants work with them on a weekly basis.

But the interactive Gantt Chart was a feature that required deeper investigation. We researched some existing Salesforce apps but Probuild's requirements were quite specific to their existing setup. We therefore decided to use a third party Javascript library and custom develop a solution. After an initial "R&D" phase, we were confident we could deliver on their expectations and produced a detailed Statement of Work.

Probuild

“Mark and his team impressed us from the first time we met with them. They clearly understood our requirements and they delivered on their promises... Their work with us has been exemplary.”

Marc Tessari | New Business Analyst, Probuild Construction

The Solution

Probuild came to us with the following requirements for their existing Salesforce CRM (Sales Cloud)

Interactive Gantt Chart

60 Second Overview

Interactive Gantt Chart

An interactive Gantt Chart using data from the standard object Opportunity.

Project management with a custom developed Gantt Chart with Salesforce

Ability to update an Opportunity directly from the Gantt Chart

Probuild
Probuild

Filters available so only certain Opportunties/Projects show e.g Filter by State or Sector.

Ability to export the Gantt to PDF so it can be printed out if required.

Forecasting with Salesforce Dashboards

Salesforce Dashboards

Sales forecasting with Salesforce Dashboards

Like what you see? Interested in our Gantt Chart solution for Salesforce? Reach out!