Rebuilding Salesforce to Support Growth in Commercial Construction

Hylaine delivered a tailored Salesforce solution that improved visibility, reduced manual processes, and empowered data-driven decisions for a growing construction firm.

Client Overview

A commercial construction and HVAC firm managing hundreds of ongoing projects across the U.S. with a complex sales cycle and multiple service lines, the client needed greater transparency, efficiency, and reporting capabilities from its CRM platform.

The Challenge

The client’s Salesforce implementation had become over-customized and under-utilized. Years of disjointed development, unclear data ownership, and conflicting automations resulted in poor user adoption, unreliable reporting, and operational friction. Sales leaders couldn’t trust pipeline data, and teams were spending too much time troubleshooting workflows instead of building relationships or closing deals.

They needed a partner who could assess the mess, design a clean foundation, and align the platform to their business goals.

The Solution

Hylaine led a multi-phase Salesforce remediation and optimization initiative that delivered long-term value without disruption to active projects.

Key actions included:

Conducting an in-depth audit of the current Salesforce environment, including user interviews, data model analysis, and automation review

Eliminating technical debt by deprecating unused features, removing duplicative automations, and standardizing key objects

Redesigning lead-to-cash workflows to reflect real-world operations and improve sales forecasting accuracy

Enabling better reporting and dashboards aligned to executive KPIs

Training users and administrators on the streamlined instance to boost adoption and usability

Hylaine brought structure, simplicity, and strategy to a system that had become bloated and brittle.

Impact & Results

Improved sales pipeline accuracy and visibility across teams

Reduced CRM-related manual work by standardizing workflows

Increased reporting trustworthiness for leadership decision-making

Boosted user confidence and platform adoption

Established a scalable Salesforce instance ready to support future growth

CEO Viewpoint

“CRM should give you confidence, not confusion. We helped rebuild their Salesforce into something they could trust and scale with.”

— Adam Boitnott, CEO

Turn Your CRM Into a Growth Engine

If your Salesforce instance is slowing you down, we’ll help you rebuild it right.